+155.1%
CEG vs NVDX
+774.9%
-619.8%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.4% | +1.7% | -1.6% |
| 7D | +0.3% | -8.6% | +9.0% | +2.6% |
| 30D | +2.9% | -1.4% | +4.3% | +2.6% |
| 3M | +18.2% | +10.6% | +7.6% | +13.1% |
| 6M | -9.5% | +20.2% | -29.7% | -17.4% |
| YTD | -18.7% | +11.8% | -30.5% | -24.9% |
| 1Y | -10.1% | +12.9% | -23.0% | -18.2% |
| All | +155.1% | +774.9% | -619.8% | +52.4% |
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