+93.1%
ORCL vs CELH
-4.4%
+97.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CELH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.5% | +5.9% | 0.0% |
| 7D | +10.9% | -11.7% | +22.6% | +12.0% |
| 30D | +7.0% | +1.6% | +5.4% | +6.7% |
| 3M | -21.2% | -2.0% | -19.2% | -21.5% |
| 6M | +7.4% | -36.2% | +43.6% | +10.8% |
| YTD | -16.3% | -39.6% | +23.3% | -13.5% |
| 1Y | -32.3% | -50.7% | +18.4% | -29.1% |
| 3Y | +32.6% | -58.9% | +91.4% | +37.5% |
| 5Y | +93.1% | -5.4% | +98.5% | +63.8% |
| All | +93.1% | -4.4% | +97.5% | +63.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling