+1,166.7%
CLS vs NVDX
+833.4%
+333.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -3.9% | +9.5% | +7.2% |
| 7D | +12.8% | +7.3% | +5.5% | +9.3% |
| 30D | +3.8% | -0.9% | +4.7% | +3.5% |
| 3M | -14.6% | +8.4% | -23.0% | -18.8% |
| 6M | +32.2% | +38.2% | -5.9% | +12.4% |
| YTD | +11.6% | +19.3% | -7.7% | -0.8% |
| 1Y | +35.1% | +33.3% | +1.8% | +14.5% |
| All | +1,166.7% | +833.4% | +333.3% | +343.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling