+499.2%
NOW vs CSCO
+309.5%
+189.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.6% | +0.7% |
| 7D | -3.0% | -10.2% | +7.2% | +2.9% |
| 30D | -26.0% | -20.1% | -6.0% | -16.3% |
| 3M | -13.1% | -22.1% | +9.0% | -1.3% |
| 6M | +14.5% | +3.2% | +11.3% | +8.0% |
| YTD | -33.4% | +24.1% | -57.5% | -45.2% |
| 1Y | -40.6% | +34.6% | -75.2% | -53.9% |
| 3Y | -16.3% | +90.0% | -106.3% | -49.1% |
| 5Y | -26.3% | +88.6% | -114.9% | -55.4% |
| All | +499.2% | +309.5% | +189.7% | +124.1% |
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