+506.3%
NOW vs COP
+302.1%
+204.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.8% | -3.9% | -3.2% |
| 7D | -8.7% | -6.1% | -2.6% | -7.7% |
| 30D | -29.3% | +1.1% | -30.4% | -29.6% |
| 3M | -21.8% | +10.9% | -32.8% | -23.7% |
| 6M | +9.2% | +20.8% | -11.5% | +4.6% |
| YTD | -35.0% | +48.0% | -83.0% | -40.6% |
| 1Y | -42.5% | +58.5% | -101.0% | -48.3% |
| 3Y | -21.5% | +28.1% | -49.7% | -27.2% |
| 5Y | -25.8% | +120.5% | -146.2% | -39.2% |
| 10Y | +506.3% | +310.1% | +196.2% | +345.6% |
| All | +506.3% | +302.1% | +204.2% | +345.6% |
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