-7.2%
CELH vs USB
+21.6%
-28.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -0.5% | +7.6% | +7.3% |
| 7D | +10.4% | 0.0% | +10.4% | +10.5% |
| 30D | +19.5% | +5.8% | +13.6% | +16.7% |
| 3M | +35.3% | -6.0% | +41.3% | +38.3% |
| 6M | -2.0% | +7.8% | -9.7% | -5.3% |
| YTD | -29.7% | +14.6% | -44.3% | -34.0% |
| 1Y | -28.6% | +31.8% | -60.4% | -36.7% |
| 3Y | -45.5% | +91.5% | -137.0% | -60.1% |
| All | -7.2% | +21.6% | -28.8% | -5.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling