+67.3%
CSX vs NVDX
+833.4%
-766.0%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.9% | +3.1% | -0.7% |
| 7D | +0.6% | +7.3% | -6.7% | +0.4% |
| 30D | -2.3% | -0.9% | -1.3% | -2.3% |
| 3M | +4.3% | +8.4% | -4.1% | +3.8% |
| 6M | +23.4% | +38.2% | -14.8% | +21.6% |
| YTD | +36.4% | +19.3% | +17.1% | +34.8% |
| 1Y | +53.0% | +33.3% | +19.8% | +50.4% |
| All | +67.3% | +833.4% | -766.0% | +59.0% |
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