+143.3%
CDE vs NVT
+694.8%
-551.6%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.1% | -1.0% | -2.1% |
| 7D | -6.1% | +2.0% | -8.1% | -7.1% |
| 30D | +9.5% | -7.2% | +16.6% | +12.8% |
| 3M | +32.0% | -0.9% | +32.9% | +30.6% |
| 6M | -12.8% | +42.6% | -55.4% | -27.8% |
| YTD | +14.2% | +52.9% | -38.7% | -8.3% |
| 1Y | +36.3% | +64.5% | -28.2% | +5.5% |
| 3Y | +821.4% | +178.0% | +643.4% | +431.7% |
| 5Y | +194.3% | +402.8% | -208.5% | +25.4% |
| All | +143.3% | +694.8% | -551.6% | -23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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