+57.0%
CPAY vs NVMI
+261.9%
-204.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.6% | -0.4% |
| 7D | -2.0% | -0.1% | -1.9% | -2.0% |
| 30D | -0.4% | -8.4% | +8.0% | +1.1% |
| 3M | +16.4% | -33.6% | +49.9% | +24.3% |
| 6M | +23.5% | -14.7% | +38.2% | +23.1% |
| YTD | +35.7% | +13.2% | +22.4% | +26.0% |
| 1Y | +30.2% | +29.0% | +1.2% | +15.7% |
| 3Y | +49.7% | +215.0% | -165.3% | -4.5% |
| All | +57.0% | +261.9% | -204.9% | -7.4% |
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