+498.3%
CELC price history and return analytics
+169.3%
+328.9%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.9% | -4.2% | -4.3% |
| 7D | -11.3% | -2.0% | -9.3% | -9.7% |
| 30D | -3.0% | -1.4% | -1.5% | -1.7% |
| 3M | -3.1% | +4.7% | -7.8% | -7.0% |
| 6M | -27.0% | +11.4% | -38.3% | -33.7% |
| YTD | -14.3% | +13.1% | -27.3% | -23.2% |
| 1Y | +52.9% | +19.0% | +33.8% | +31.2% |
| 3Y | +837.4% | +73.9% | +763.4% | +487.3% |
| 5Y | +303.6% | +65.4% | +238.2% | +166.3% |
| All | +498.3% | +169.3% | +328.9% | +124.3% |
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 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