+25.5%
VZ vs CEG
+717.3%
-691.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.9% | -5.8% | -0.9% |
| 7D | +0.1% | +8.0% | -7.9% | 0.0% |
| 30D | +7.9% | +12.9% | -5.0% | +7.8% |
| 3M | +13.6% | +13.2% | +0.5% | +13.5% |
| 6M | +1.1% | -7.0% | +8.1% | +1.1% |
| YTD | +29.3% | -15.0% | +44.3% | +29.6% |
| 1Y | +21.2% | -2.7% | +24.0% | +21.1% |
| 3Y | +75.9% | +184.1% | -108.2% | +57.2% |
| All | +25.5% | +717.3% | -691.7% | +1.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling