+499.2%
NOW vs CL
+74.1%
+425.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.8% | +0.3% |
| 7D | -3.0% | +1.3% | -4.3% | -3.4% |
| 30D | -26.0% | +11.4% | -37.4% | -28.7% |
| 3M | -13.1% | +4.4% | -17.5% | -14.6% |
| 6M | +14.5% | +10.8% | +3.7% | +10.4% |
| YTD | -33.4% | +25.1% | -58.6% | -38.9% |
| 1Y | -40.6% | +28.0% | -68.6% | -46.0% |
| 3Y | -16.3% | +37.6% | -53.9% | -29.3% |
| 5Y | -26.3% | +39.7% | -66.0% | -39.0% |
| All | +499.2% | +74.1% | +425.1% | +342.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CL.
Daily Out/Under-Performance
Portfolio return minus CL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CL 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 10y: compounded portfolio wealth divided by compounded CL 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…
10y analysis · Full analysis span regression · 6 months rolling