+46.9%
CL vs NVDX
+357.5%
-310.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.0% | +5.8% | +1.6% |
| 7D | +3.2% | -24.7% | +28.0% | +1.9% |
| 30D | +8.0% | -48.2% | +56.2% | +5.0% |
| 3M | +7.9% | -51.9% | +59.7% | +4.7% |
| 6M | +14.7% | -55.6% | +70.4% | +11.6% |
| YTD | +29.2% | -41.5% | +70.7% | +27.5% |
| 1Y | +29.5% | -44.0% | +73.5% | +27.8% |
| 3Y | +40.7% | +262.2% | -221.6% | +46.3% |
| All | +46.9% | +357.5% | -310.6% | +53.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling