Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • XLE vs CELH✓SelectedUSD · CELHXLE vs CELH performance historyLatest closeAs of-0.87%09/04
Stock and ETF performance explorer

XLE vs CELH

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+309.2%
CELH return
+283.2%
Excess return
+26.0%
Maximum drawdown
-71.3%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioCELHExcessAlpha
1D-0.9%-3.0%+2.1%-0.8%
7D+2.2%-7.0%+9.2%+2.4%
30D+11.8%+5.2%+6.6%+11.5%
3M+9.8%+10.5%-0.7%+9.3%
6M+15.6%-32.7%+48.3%+16.4%
YTD+45.3%-33.0%+78.2%+46.2%
1Y+48.3%-49.5%+97.8%+50.1%
3Y+55.4%-52.6%+108.1%+56.1%
5Y+216.1%+5.2%+210.9%+207.7%
10Y+178.4%+4,178.1%-3,999.7%+144.0%
All+309.2%+283.2%+26.0%+173.4%

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 all: 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…

all analysis · Full analysis span regression · 6 months rolling