+4,820.0%
CELH vs USB
+87.1%
+4,732.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.8% | -1.0% |
| 7D | +9.4% | +1.4% | +8.0% | +8.8% |
| 30D | +14.8% | +6.4% | +8.3% | +12.0% |
| 3M | +20.5% | -4.5% | +25.0% | +22.4% |
| 6M | +1.6% | +11.4% | -9.8% | -2.9% |
| YTD | -28.3% | +17.1% | -45.4% | -33.0% |
| 1Y | -26.4% | +32.6% | -59.0% | -34.4% |
| 3Y | -43.0% | +101.8% | -144.8% | -57.9% |
| 5Y | +4.8% | +25.1% | -20.3% | -7.7% |
| 10Y | +4,820.0% | +84.9% | +4,735.1% | +4,136.8% |
| All | +4,820.0% | +87.1% | +4,732.9% | +4,136.8% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded USB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling