+121.7%
CELH vs WELL
+1,156.0%
-1,034.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.5% | -4.0% | -3.7% |
| 7D | -3.8% | -1.3% | -2.5% | -3.4% |
| 30D | +6.4% | +0.5% | +5.9% | +6.2% |
| 3M | +5.6% | +19.1% | -13.5% | -0.7% |
| 6M | -31.1% | +17.0% | -48.1% | -35.1% |
| YTD | -35.4% | +29.2% | -64.6% | -41.2% |
| 1Y | -46.9% | +42.1% | -89.0% | -53.5% |
| 3Y | -56.0% | +204.5% | -260.6% | -71.0% |
| 5Y | +1.2% | +211.0% | -209.7% | -34.3% |
| 10Y | +4,043.9% | +337.6% | +3,706.3% | +2,160.5% |
| All | +121.7% | +1,156.0% | -1,034.3% | +12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 all: compounded portfolio wealth divided by compounded WELL 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…
all analysis · Full analysis span regression · 6 months rolling