-12.6%
CELH vs WEC
+30.3%
-43.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.8% | -2.9% | -3.5% |
| 7D | -15.8% | -1.3% | -14.5% | -15.5% |
| 30D | -5.2% | -0.4% | -4.8% | -5.2% |
| 3M | -6.1% | -6.8% | +0.7% | -4.6% |
| 6M | -40.9% | -6.4% | -34.5% | -40.0% |
| YTD | -41.8% | +2.5% | -44.3% | -42.3% |
| 1Y | -52.6% | -0.4% | -52.2% | -52.7% |
| 3Y | -60.4% | +38.5% | -98.9% | -63.8% |
| 5Y | -12.6% | +31.7% | -44.3% | -12.2% |
| All | -12.6% | +30.3% | -43.0% | -12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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