+20.4%
CEW price history and return analytics
+516.3%
-495.8%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.6% | -2.2% | -0.3% |
| 7D | +0.6% | +0.4% | +0.2% | +0.4% |
| 30D | +0.3% | -2.6% | +2.9% | +0.9% |
| 3M | -1.2% | -3.2% | +2.0% | -0.4% |
| 6M | +0.6% | +0.9% | -0.4% | +0.2% |
| YTD | +4.1% | +11.3% | -7.2% | +1.0% |
| 1Y | +5.5% | +14.0% | -8.5% | +1.7% |
| 3Y | +23.0% | +75.8% | -52.9% | +5.1% |
| 5Y | +22.1% | +57.8% | -35.7% | +6.7% |
| 10Y | +27.6% | +219.8% | -192.2% | -10.6% |
| All | +20.4% | +516.3% | -495.8% | -33.1% |
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