+56.1%
CDE vs NVMI
+3,158.6%
-3,102.5%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.6% | -0.4% | +0.6% |
| 7D | -3.1% | -0.1% | -3.0% | -3.1% |
| 30D | +9.5% | -8.4% | +17.9% | +13.1% |
| 3M | +25.5% | -33.6% | +59.0% | +45.4% |
| 6M | -7.9% | -14.7% | +6.8% | -3.6% |
| YTD | +15.6% | +13.2% | +2.3% | +9.2% |
| 1Y | +34.0% | +29.0% | +5.0% | +20.2% |
| 3Y | +791.9% | +215.0% | +576.9% | +430.7% |
| 5Y | +197.7% | +268.6% | -70.8% | +57.5% |
| All | +56.1% | +3,158.6% | -3,102.5% | -66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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