-24.4%
NOW vs CDE
+106.7%
-131.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.7% | +4.9% | +3.3% |
| 7D | -5.6% | +3.1% | -8.6% | -5.9% |
| 30D | -26.8% | -10.3% | -16.4% | -26.0% |
| 3M | -19.4% | -19.1% | -0.3% | -18.0% |
| 6M | +12.3% | -24.0% | +36.3% | +14.5% |
| YTD | -32.9% | -15.6% | -17.3% | -33.5% |
| 1Y | -40.3% | -1.1% | -39.2% | -42.1% |
| 3Y | -19.1% | +613.1% | -632.2% | -44.0% |
| 5Y | -24.4% | +109.3% | -133.6% | -20.2% |
| All | -24.4% | +106.7% | -131.0% | -20.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling