+593.1%
CEG price history and return analytics
+62.5%
+530.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.4% |
| 7D | +12.1% | +2.4% | +9.7% | +9.2% |
| 30D | +0.2% | -1.5% | +1.7% | +2.1% |
| 3M | +0.7% | -4.1% | +4.8% | +6.3% |
| 6M | +2.2% | +0.6% | +1.7% | +1.9% |
| YTD | -20.3% | +11.0% | -31.4% | -29.7% |
| 1Y | -16.1% | +13.3% | -29.4% | -27.7% |
| 3Y | +134.7% | +73.4% | +61.3% | +33.5% |
| All | +593.1% | +62.5% | +530.5% | +296.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling