-60.6%
CSGP vs NVMI
+183.9%
-244.5%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.0% | +5.8% | +2.8% |
| 7D | +1.3% | +1.5% | -0.2% | +1.4% |
| 30D | +2.8% | -4.1% | +6.9% | +2.9% |
| 3M | -6.3% | -22.8% | +16.4% | -6.2% |
| 6M | -3.2% | -36.9% | +33.7% | -3.3% |
| YTD | -54.0% | -3.2% | -50.7% | -56.3% |
| 1Y | -54.8% | +7.1% | -61.9% | -57.7% |
| 3Y | -60.6% | +181.5% | -242.1% | -72.4% |
| All | -60.6% | +183.9% | -244.5% | -72.4% |
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 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