+504.6%
NOW vs CLX
+26.7%
+477.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.6% | -4.8% | +0.1% |
| 7D | -3.1% | +17.4% | -20.5% | -5.1% |
| 30D | -27.0% | +27.8% | -54.8% | -29.4% |
| 3M | -17.7% | +3.0% | -20.7% | -18.2% |
| 6M | +12.7% | +17.5% | -4.8% | +10.0% |
| YTD | -32.9% | +10.0% | -42.9% | -34.4% |
| 1Y | -40.4% | +3.3% | -43.7% | -41.1% |
| 3Y | -17.1% | -10.1% | -7.0% | -17.1% |
| 5Y | -25.7% | -23.7% | -1.9% | -24.9% |
| 10Y | +504.6% | +24.9% | +479.7% | +430.0% |
| All | +504.6% | +26.7% | +477.9% | +430.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 CLX 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