-50.7%
CELH vs WM
+0.5%
-51.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.6% | -5.9% | -6.5% |
| 7D | -11.7% | -1.2% | -10.5% | -11.7% |
| 30D | +1.6% | -4.5% | +6.1% | +1.4% |
| 3M | -2.0% | -2.2% | +0.2% | -2.1% |
| 6M | -36.2% | -11.5% | -24.7% | -37.2% |
| YTD | -39.6% | -0.7% | -38.9% | -40.4% |
| 1Y | -50.7% | +0.3% | -51.0% | -51.0% |
| All | -50.7% | +0.5% | -51.2% | -51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 1y: compounded portfolio wealth divided by compounded WM 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…
1y analysis · Full analysis span regression · 6 months rolling