+44.5%
CL vs NVDX
+423.8%
-379.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.0% | -6.1% | +0.2% |
| 7D | -0.8% | -26.1% | +25.3% | -2.0% |
| 30D | +9.5% | -43.3% | +52.8% | +6.9% |
| 3M | +6.8% | -41.0% | +47.8% | +4.6% |
| 6M | +14.3% | -46.3% | +60.6% | +12.1% |
| YTD | +27.0% | -33.1% | +60.1% | +26.1% |
| 1Y | +26.3% | -40.1% | +66.4% | +25.1% |
| 3Y | +39.3% | +319.0% | -279.7% | +45.7% |
| All | +44.5% | +423.8% | -379.3% | +51.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling