-40.3%
CPB vs NVDX
+774.9%
-815.2%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.4% | +0.1% | -4.6% |
| 7D | -5.4% | -8.6% | +3.3% | -5.9% |
| 30D | -7.8% | -1.4% | -6.4% | -7.7% |
| 3M | -6.9% | +10.6% | -17.6% | -5.8% |
| 6M | -12.2% | +20.2% | -32.3% | -10.1% |
| YTD | -21.1% | +11.8% | -32.9% | -19.3% |
| 1Y | -33.5% | +12.9% | -46.4% | -31.6% |
| All | -40.3% | +774.9% | -815.2% | -21.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling