+2,771.1%
NOW vs CPB
+4.4%
+2,766.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.4% | +0.4% | -2.6% |
| 7D | -2.4% | -8.6% | +6.2% | -1.5% |
| 30D | +20.5% | -7.2% | +27.8% | +21.4% |
| 3M | +18.3% | +0.9% | +17.5% | +18.3% |
| 6M | +24.1% | -11.8% | +35.9% | +25.4% |
| YTD | -7.8% | -19.4% | +11.6% | -6.2% |
| 1Y | -21.4% | -30.4% | +9.0% | -19.2% |
| 3Y | +19.5% | -40.2% | +59.7% | +22.7% |
| 5Y | +4.1% | -39.5% | +43.6% | +5.2% |
| 10Y | +826.4% | -47.4% | +873.8% | +853.7% |
| All | +2,771.1% | +4.4% | +2,766.7% | +2,523.0% |
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