-37.6%
CPB vs NVDX
+815.5%
-853.2%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.9% | +2.5% | +0.4% |
| 7D | -8.0% | -0.9% | -7.1% | -8.0% |
| 30D | -2.4% | +3.0% | -5.4% | -2.0% |
| 3M | +0.5% | +6.8% | -6.2% | +1.6% |
| 6M | -10.5% | +28.6% | -39.1% | -7.9% |
| YTD | -17.5% | +17.0% | -34.5% | -15.4% |
| 1Y | -31.0% | +27.0% | -58.0% | -28.6% |
| All | -37.6% | +815.5% | -853.2% | -17.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling