+1,980.5%
NOW vs CPB
+14.4%
+1,966.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.7% | -6.7% | -6.0% |
| 7D | -6.7% | +11.6% | -18.2% | -7.8% |
| 30D | -25.8% | +23.3% | -49.1% | -27.6% |
| 3M | -12.7% | +1.6% | -14.3% | -13.0% |
| 6M | +11.2% | +13.9% | -2.7% | +9.6% |
| YTD | -33.2% | -11.7% | -21.5% | -32.8% |
| 1Y | -41.8% | -18.2% | -23.6% | -41.2% |
| 3Y | -15.7% | -35.2% | +19.5% | -14.2% |
| 5Y | -26.0% | -30.5% | +4.5% | -26.7% |
| 10Y | +515.1% | -37.1% | +552.2% | +511.3% |
| All | +1,980.5% | +14.4% | +1,966.1% | +1,778.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling