+18.3%
NOW vs CCL
+53.4%
-35.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.1% | -3.1% | -3.0% |
| 7D | -2.4% | -5.0% | +2.7% | -1.4% |
| 30D | +20.5% | -20.3% | +40.9% | +26.0% |
| 3M | +18.3% | -15.1% | +33.5% | +21.8% |
| 6M | +24.1% | -15.1% | +39.2% | +26.6% |
| YTD | -7.8% | -21.8% | +14.0% | -4.7% |
| 1Y | -21.4% | -24.8% | +3.4% | -18.4% |
| All | +18.3% | +53.4% | -35.1% | -4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CCL.
Daily Out/Under-Performance
Portfolio return minus CCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCL 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 3y: compounded portfolio wealth divided by compounded CCL 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…
3y analysis · Full analysis span regression · 6 months rolling