+499.2%
NOW vs CPB
-38.3%
+537.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | -0.3% |
| 7D | -3.0% | +8.0% | -11.0% | -3.6% |
| 30D | -26.0% | +22.4% | -48.4% | -27.2% |
| 3M | -13.1% | +2.5% | -15.6% | -13.4% |
| 6M | +14.5% | +12.2% | +2.3% | +13.5% |
| YTD | -33.4% | -12.8% | -20.6% | -33.3% |
| 1Y | -40.6% | -19.2% | -21.5% | -40.4% |
| 3Y | -16.3% | -35.6% | +19.2% | -16.2% |
| 5Y | -26.3% | -31.4% | +5.1% | -27.6% |
| All | +499.2% | -38.3% | +537.5% | +474.5% |
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