+28.0%
CB vs NVDX
-46.3%
+74.3%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.0% | +5.1% | +0.7% |
| 7D | +2.9% | -24.7% | +27.7% | +0.5% |
| 30D | +7.3% | -48.2% | +55.5% | +1.5% |
| 3M | +9.4% | -51.9% | +61.3% | +3.1% |
| 6M | +19.6% | -55.6% | +75.3% | +13.6% |
| YTD | +21.5% | -41.5% | +63.0% | +17.4% |
| 1Y | +28.0% | -44.0% | +72.0% | +23.3% |
| All | +28.0% | -46.3% | +74.3% | +23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 1y: compounded portfolio wealth divided by compounded NVDX 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…
1y analysis · Full analysis span regression · 6 months rolling