+506.3%
NOW vs CSCO
+318.7%
+187.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.8% |
| 7D | -8.7% | -4.7% | -4.1% | -6.4% |
| 30D | -29.3% | -17.1% | -12.2% | -21.6% |
| 3M | -21.8% | -19.6% | -2.2% | -12.8% |
| 6M | +9.2% | +2.4% | +6.8% | +3.8% |
| YTD | -35.0% | +29.8% | -64.8% | -47.9% |
| 1Y | -42.5% | +38.7% | -81.2% | -56.1% |
| 3Y | -21.5% | +101.3% | -122.9% | -53.9% |
| 5Y | -25.8% | +94.8% | -120.6% | -55.8% |
| 10Y | +506.3% | +324.2% | +182.1% | +122.6% |
| All | +506.3% | +318.7% | +187.7% | +122.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CSCO.
Daily Out/Under-Performance
Portfolio return minus CSCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSCO 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 CSCO 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