+2,771.1%
NOW vs CLX
+97.4%
+2,673.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.3% | -1.7% | -2.8% |
| 7D | -2.4% | -9.2% | +6.9% | -1.0% |
| 30D | +20.5% | -11.0% | +31.6% | +22.6% |
| 3M | +18.3% | +5.0% | +13.3% | +17.5% |
| 6M | +24.1% | -18.8% | +42.9% | +27.7% |
| YTD | -7.8% | -4.4% | -3.4% | -8.1% |
| 1Y | -21.4% | -21.9% | +0.5% | -18.8% |
| 3Y | +19.5% | -32.8% | +52.3% | +25.8% |
| 5Y | +4.1% | -34.6% | +38.6% | +8.0% |
| 10Y | +826.4% | -4.7% | +831.1% | +764.2% |
| All | +2,771.1% | +97.4% | +2,673.7% | +2,171.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling