+69.3%
CNP vs NVMI
+263.1%
-193.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.1% | +0.5% | -1.6% |
| 7D | -2.2% | +3.8% | -5.9% | -2.2% |
| 30D | -2.1% | -7.6% | +5.5% | -1.9% |
| 3M | -7.9% | -28.0% | +20.1% | -7.6% |
| 6M | -8.3% | -15.3% | +7.0% | -8.4% |
| YTD | +3.8% | +11.5% | -7.7% | +2.7% |
| 1Y | +5.9% | +31.6% | -25.7% | +4.0% |
| 3Y | +49.3% | +207.0% | -157.7% | +36.1% |
| 5Y | +69.3% | +262.8% | -193.6% | +51.1% |
| All | +69.3% | +263.1% | -193.8% | +51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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