-19.5%
NOW vs CDE
+613.1%
-632.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.7% | +4.9% | +3.3% |
| 7D | -5.6% | +3.1% | -8.6% | -5.8% |
| 30D | -26.8% | -10.3% | -16.4% | -26.3% |
| 3M | -19.4% | -19.1% | -0.3% | -18.4% |
| 6M | +12.3% | -24.0% | +36.3% | +13.8% |
| YTD | -32.9% | -15.6% | -17.3% | -33.3% |
| 1Y | -40.3% | -1.1% | -39.2% | -41.5% |
| All | -19.5% | +613.1% | -632.6% | -34.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling