+208.2%
CEPU price history and return analytics
+57.4%
+150.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.6% | -0.3% | -0.6% |
| 7D | -1.5% | +0.4% | -1.9% | -2.1% |
| 30D | -19.4% | -2.6% | -16.8% | -17.0% |
| 3M | -27.1% | -3.2% | -23.9% | -24.4% |
| 6M | -27.8% | +0.9% | -28.7% | -28.6% |
| YTD | -41.8% | +11.3% | -53.1% | -48.5% |
| 1Y | -29.9% | +14.0% | -43.9% | -39.6% |
| 3Y | +101.0% | +75.8% | +25.2% | +13.6% |
| 5Y | +208.2% | +57.8% | +150.4% | +102.4% |
| All | +208.2% | +57.4% | +150.8% | +102.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling