+504.6%
NOW vs COP
+319.0%
+185.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.1% | +1.0% |
| 7D | -3.1% | -8.4% | +5.4% | -1.5% |
| 30D | -27.0% | +0.3% | -27.3% | -27.3% |
| 3M | -17.7% | +15.1% | -32.8% | -20.3% |
| 6M | +12.7% | +19.8% | -7.1% | +8.1% |
| YTD | -32.9% | +46.8% | -79.7% | -38.6% |
| 1Y | -40.4% | +59.7% | -100.1% | -46.5% |
| 3Y | -17.1% | +28.7% | -45.8% | -23.2% |
| 5Y | -25.7% | +110.7% | -136.4% | -38.6% |
| 10Y | +504.6% | +298.3% | +206.3% | +342.1% |
| All | +504.6% | +319.0% | +185.6% | +342.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COP.
Daily Out/Under-Performance
Portfolio return minus COP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COP 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 COP 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