-98.6%
CELU vs SPY
+192.3%
-290.8%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.6% | -2.4% |
| 7D | -16.1% | -0.8% | -15.3% | -15.5% |
| 30D | +104.3% | -1.1% | +105.4% | +106.7% |
| 3M | +93.9% | +3.9% | +90.1% | +90.0% |
| 6M | +10.2% | +13.6% | -3.4% | +0.9% |
| YTD | +27.0% | +12.7% | +14.4% | +17.3% |
| 1Y | -39.5% | +17.5% | -57.0% | -45.7% |
| 3Y | -53.3% | +76.9% | -130.2% | -66.4% |
| 5Y | -97.9% | +83.6% | -181.5% | -98.5% |
| All | -98.6% | +192.3% | -290.8% | -99.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 10y: compounded portfolio wealth divided by compounded SPY 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…
10y analysis · Full analysis span regression · 6 months rolling