+12.2%
DIS vs CELH
-28.4%
+40.5%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CELH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.0% | +0.5% |
| 7D | +1.9% | +0.8% | +1.1% | +1.8% |
| 30D | +9.2% | +19.3% | -10.2% | +7.3% |
| 3M | +13.5% | +12.6% | +0.9% | +12.3% |
| 6M | +14.3% | +16.4% | -2.1% | +11.6% |
| YTD | +5.4% | -29.1% | +34.5% | +9.7% |
| 1Y | +12.2% | -26.3% | +38.5% | +15.4% |
| All | +12.2% | -28.4% | +40.5% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CELH.
Daily Out/Under-Performance
Portfolio return minus CELH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CELH 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 CELH 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