-19.5%
NOW vs CCL
+148.1%
-167.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.2% | +3.4% | +3.2% |
| 7D | -5.6% | -1.5% | -4.0% | -5.3% |
| 30D | -26.8% | +16.5% | -43.2% | -28.9% |
| 3M | -19.4% | +11.2% | -30.6% | -21.3% |
| 6M | +12.3% | +22.6% | -10.3% | +7.1% |
| YTD | -32.9% | +2.6% | -35.5% | -34.4% |
| 1Y | -40.3% | +17.0% | -57.3% | -43.9% |
| All | -19.5% | +148.1% | -167.6% | -33.8% |
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