+20.0%
CEW price history and return analytics
+500.6%
-480.7%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | +0.6% | -2.3% | +2.9% | +1.2% |
| 30D | -0.2% | -5.0% | +4.8% | +1.1% |
| 3M | -0.8% | -4.9% | +4.1% | +0.5% |
| 6M | +0.4% | -1.5% | +2.0% | +0.7% |
| YTD | +3.7% | +8.5% | -4.8% | +1.3% |
| 1Y | +5.4% | +11.4% | -6.0% | +2.2% |
| 3Y | +21.1% | +70.1% | -49.0% | +4.4% |
| 5Y | +22.3% | +53.7% | -31.4% | +7.6% |
| 10Y | +25.7% | +220.0% | -194.2% | -12.0% |
| All | +20.0% | +500.6% | -480.7% | -32.9% |
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