+25.2%
VZ vs CEG
-33.0%
+58.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -6.7% | +8.8% | +1.5% |
| 7D | +6.9% | -4.8% | +11.7% | +6.5% |
| 30D | +2.3% | -8.2% | +10.4% | +1.5% |
| 3M | 0.0% | -7.9% | +7.9% | -0.7% |
| 6M | +0.2% | -23.2% | +23.5% | -1.5% |
| YTD | +20.9% | -30.1% | +51.0% | +19.0% |
| 1Y | +25.2% | -31.9% | +57.1% | +23.1% |
| All | +25.2% | -33.0% | +58.2% | +23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CEG.
Daily Out/Under-Performance
Portfolio return minus CEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CEG 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 CEG 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