+504.6%
NOW vs CPB
-39.9%
+544.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +1.9% | +0.9% |
| 7D | -3.1% | +3.3% | -6.3% | -3.3% |
| 30D | -27.0% | +19.0% | -46.0% | -28.1% |
| 3M | -17.7% | +0.4% | -18.2% | -17.9% |
| 6M | +12.7% | +13.0% | -0.3% | +11.7% |
| YTD | -32.9% | -12.7% | -20.2% | -32.8% |
| 1Y | -40.4% | -20.9% | -19.5% | -40.1% |
| 3Y | -17.1% | -35.4% | +18.3% | -17.0% |
| 5Y | -25.7% | -32.3% | +6.6% | -26.9% |
| 10Y | +504.6% | -40.5% | +545.2% | +481.8% |
| All | +504.6% | -39.9% | +544.6% | +481.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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