-39.8%
NOW vs CDE
-12.1%
-27.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.2% | +3.8% | +1.7% |
| 7D | +0.3% | -9.6% | +9.9% | +0.9% |
| 30D | -27.0% | -6.7% | -20.3% | -26.7% |
| 3M | -19.6% | -24.2% | +4.6% | -18.7% |
| 6M | +17.5% | -29.1% | +46.6% | +18.8% |
| YTD | -33.3% | -21.5% | -11.7% | -34.7% |
| 1Y | -39.8% | -7.4% | -32.5% | -41.9% |
| All | -39.8% | -12.1% | -27.7% | -41.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling