+780.0%
NOW vs CDE
+59.7%
+720.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.1% | +3.2% | +0.4% |
| 7D | -9.9% | -6.1% | -3.9% | -9.3% |
| 30D | +2.8% | +9.5% | -6.6% | +1.7% |
| 3M | +23.7% | +32.0% | -8.3% | +19.2% |
| 6M | +12.5% | -12.8% | +25.3% | +12.7% |
| YTD | -14.4% | +14.2% | -28.6% | -17.6% |
| 1Y | -29.0% | +36.3% | -65.3% | -33.7% |
| 3Y | +9.3% | +821.4% | -812.1% | -23.8% |
| 5Y | +1.2% | +194.3% | -193.0% | -22.2% |
| All | +780.0% | +59.7% | +720.3% | +535.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 10y: compounded portfolio wealth divided by compounded CDE 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…
10y analysis · Full analysis span regression · 6 months rolling