-58.1%
CSGP vs NVDX
+357.5%
-415.7%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -4.0% | +6.9% | +2.9% |
| 7D | +1.3% | -24.7% | +26.1% | +1.7% |
| 30D | +2.8% | -48.2% | +51.0% | +3.7% |
| 3M | -6.3% | -51.9% | +45.6% | -5.4% |
| 6M | -3.2% | -55.6% | +52.5% | -2.1% |
| YTD | -54.0% | -41.5% | -12.4% | -54.2% |
| 1Y | -54.8% | -44.0% | -10.8% | -55.0% |
| 3Y | -60.6% | +262.2% | -322.8% | -65.9% |
| All | -58.1% | +357.5% | -415.7% | -66.0% |
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