+72.4%
CSX vs NVDX
+454.9%
-382.5%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -8.7% | +11.5% | +3.0% |
| 7D | -2.2% | -23.4% | +21.2% | -1.6% |
| 30D | +6.8% | -41.5% | +48.3% | +8.1% |
| 3M | +0.7% | -41.1% | +41.8% | +1.8% |
| 6M | +13.3% | -40.9% | +54.1% | +14.2% |
| YTD | +40.5% | -29.1% | +69.6% | +40.5% |
| 1Y | +44.7% | -33.5% | +78.2% | +44.7% |
| 3Y | +74.5% | +369.1% | -294.6% | +68.0% |
| All | +72.4% | +454.9% | -382.5% | +65.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling