-21.5%
NOW vs CEG
+124.8%
-146.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.0% | 0.0% | -2.8% |
| 7D | -8.7% | +1.7% | -10.4% | -8.9% |
| 30D | -29.3% | -10.2% | -19.1% | -28.7% |
| 3M | -21.8% | -0.8% | -21.0% | -22.2% |
| 6M | +9.2% | -11.5% | +20.8% | +9.8% |
| YTD | -35.0% | -23.9% | -11.1% | -33.6% |
| 1Y | -42.5% | -25.4% | -17.1% | -41.3% |
| 3Y | -21.5% | +124.2% | -145.7% | -32.3% |
| All | -21.5% | +124.8% | -146.3% | -32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CEG.
Daily Out/Under-Performance
Portfolio return minus CEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CEG 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 CEG 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