+49.7%
CPAY vs NVMI
+207.9%
-158.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.6% | -0.3% |
| 7D | -2.0% | -0.1% | -1.9% | -2.0% |
| 30D | -0.4% | -8.4% | +8.0% | +0.7% |
| 3M | +16.4% | -33.6% | +49.9% | +22.1% |
| 6M | +23.5% | -14.7% | +38.2% | +22.8% |
| YTD | +35.7% | +13.2% | +22.4% | +28.0% |
| 1Y | +30.2% | +29.0% | +1.2% | +18.7% |
| 3Y | +49.7% | +215.0% | -165.3% | +5.0% |
| All | +49.7% | +207.9% | -158.1% | +5.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling