-40.6%
NOW vs COP
+61.6%
-102.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.4% |
| 7D | -3.0% | -11.5% | +8.5% | -3.6% |
| 30D | -26.0% | +5.0% | -31.0% | -26.2% |
| 3M | -13.1% | +17.5% | -30.6% | -13.2% |
| 6M | +14.5% | +16.2% | -1.7% | +14.4% |
| YTD | -33.4% | +48.8% | -82.2% | -32.3% |
| 1Y | -40.6% | +64.1% | -104.7% | -40.3% |
| All | -40.6% | +61.6% | -102.2% | -40.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling