-27.2%
NOW vs CCL
+30.6%
-57.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.4% | +2.3% | -0.9% |
| 7D | -1.7% | -0.3% | -1.3% | -1.6% |
| 30D | -27.4% | +10.3% | -37.7% | -29.5% |
| 3M | -19.4% | +6.6% | -26.0% | -21.5% |
| 6M | +13.1% | +20.0% | -6.9% | +6.0% |
| YTD | -34.3% | -1.9% | -32.4% | -36.2% |
| 1Y | -41.8% | +10.4% | -52.2% | -45.7% |
| 3Y | -20.7% | +134.8% | -155.5% | -43.9% |
| 5Y | -27.2% | +34.0% | -61.2% | -42.6% |
| All | -27.2% | +30.6% | -57.8% | -42.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling