-85.9%
CDE vs NVS
+1,076.7%
-1,162.7%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | -6.1% | -15.7% | +9.7% | +2.1% |
| 30D | +9.5% | -11.1% | +20.6% | +15.5% |
| 3M | +32.0% | -7.2% | +39.2% | +35.7% |
| 6M | -12.8% | -12.3% | -0.5% | -7.4% |
| YTD | +14.2% | +2.8% | +11.5% | +11.4% |
| 1Y | +36.3% | +11.9% | +24.4% | +26.8% |
| 3Y | +821.4% | +55.1% | +766.3% | +610.4% |
| 5Y | +194.3% | +94.1% | +100.2% | +102.5% |
| 10Y | +53.2% | +181.2% | -128.0% | -11.5% |
| All | -85.9% | +1,076.7% | -1,162.7% | -94.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 all: compounded portfolio wealth divided by compounded NVS 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…
all analysis · Full analysis span regression · 6 months rolling