+143.1%
CELH vs WMB
+666.8%
-523.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +1.8% |
| 7D | +0.8% | +7.8% | -7.0% | -1.3% |
| 30D | +19.3% | -5.1% | +24.4% | +20.5% |
| 3M | +12.6% | -4.7% | +17.4% | +13.3% |
| 6M | +16.4% | -7.4% | +23.8% | +17.4% |
| YTD | -29.1% | +17.5% | -46.6% | -33.4% |
| 1Y | -26.3% | +19.5% | -45.8% | -31.1% |
| 3Y | -40.1% | +121.3% | -161.4% | -53.7% |
| 5Y | +16.7% | +200.5% | -183.8% | -17.0% |
| 10Y | +4,466.2% | +281.9% | +4,184.3% | +2,797.4% |
| All | +143.1% | +666.8% | -523.6% | +21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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