+0.8%
NOW vs CDE
+198.6%
-197.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.6% | -4.0% | -2.5% |
| 7D | -4.1% | -2.0% | -2.1% | -3.9% |
| 30D | +2.9% | +15.7% | -12.8% | +1.2% |
| 3M | +22.6% | +30.5% | -7.9% | +18.6% |
| 6M | +7.5% | -7.4% | +14.9% | +7.2% |
| YTD | -14.4% | +17.9% | -32.3% | -17.7% |
| 1Y | -29.8% | +46.7% | -76.5% | -34.9% |
| 3Y | +9.2% | +851.3% | -842.0% | -25.3% |
| 5Y | +0.8% | +202.9% | -202.1% | -26.2% |
| All | +0.8% | +198.6% | -197.8% | -26.2% |
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