+562.3%
CEG price history and return analytics
+62.1%
+500.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.4% |
| 7D | +1.7% | -0.1% | +1.8% | +1.7% |
| 30D | -10.2% | -3.1% | -7.1% | -6.6% |
| 3M | -0.8% | -3.5% | +2.7% | +3.9% |
| 6M | -11.5% | +0.5% | -12.0% | -11.8% |
| YTD | -23.9% | +10.8% | -34.6% | -32.6% |
| 1Y | -25.4% | +11.9% | -37.3% | -34.6% |
| 3Y | +124.2% | +73.0% | +51.2% | +27.9% |
| All | +562.3% | +62.1% | +500.1% | +279.5% |
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