+153.6%
CCJ vs NVDX
+772.1%
-618.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.4% | -0.7% |
| 7D | -4.0% | -10.2% | +6.2% | -1.7% |
| 30D | -2.4% | -7.3% | +5.0% | -1.2% |
| 3M | -2.3% | +5.5% | -7.8% | -4.8% |
| 6M | -16.2% | +18.3% | -34.5% | -21.2% |
| YTD | +5.7% | +11.4% | -5.8% | +0.2% |
| 1Y | +21.3% | +12.7% | +8.6% | +14.0% |
| All | +153.6% | +772.1% | -618.5% | +94.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling