-17.1%
NOW vs CNP
+63.4%
-80.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.8% |
| 7D | -3.1% | -4.3% | +1.2% | -3.8% |
| 30D | -27.0% | +5.7% | -32.8% | -26.4% |
| 3M | -17.7% | +0.9% | -18.6% | -17.5% |
| 6M | +12.7% | -1.1% | +13.8% | +12.8% |
| YTD | -32.9% | +8.3% | -41.2% | -32.8% |
| 1Y | -40.4% | +5.9% | -46.3% | -40.3% |
| 3Y | -17.1% | +64.6% | -81.7% | -15.3% |
| All | -17.1% | +63.4% | -80.5% | -15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 CNP 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