-37.9%
CEGX price history and return analytics
+26.7%
-64.7%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +1.6% |
| 7D | +13.4% | +1.0% | +12.4% | +10.4% |
| 30D | +21.6% | -0.2% | +21.9% | +22.5% |
| 3M | +35.4% | +4.5% | +30.8% | +20.3% |
| 6M | -23.7% | +14.1% | -37.8% | -44.9% |
| YTD | -41.7% | +14.8% | -56.5% | -58.8% |
| 1Y | -26.5% | +21.2% | -47.7% | -53.0% |
| All | -37.9% | +26.7% | -64.7% | -63.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling