+491.0%
CEPU price history and return analytics
+66.2%
+424.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.8% |
| 7D | +1.6% | +1.0% | +0.6% | +0.4% |
| 30D | +0.6% | -0.2% | +0.9% | +0.9% |
| 3M | -3.5% | +4.5% | -8.0% | -8.5% |
| 6M | -2.1% | +14.1% | -16.1% | -16.3% |
| YTD | -19.6% | +14.8% | -34.4% | -31.6% |
| 1Y | +61.2% | +21.2% | +40.0% | +29.7% |
| 3Y | +168.0% | +76.6% | +91.4% | +46.0% |
| 5Y | +491.0% | +66.6% | +424.4% | +286.7% |
| All | +491.0% | +66.2% | +424.8% | +286.7% |
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