+78.9%
CTVA vs NDAQ
+91.7%
-12.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.9% | -0.3% | -1.8% |
| 7D | -2.1% | -2.6% | +0.5% | -1.5% |
| 30D | +12.0% | +0.5% | +11.6% | +11.8% |
| 3M | +13.5% | +9.9% | +3.6% | +10.7% |
| 6M | +12.1% | +8.2% | +3.9% | +9.5% |
| YTD | +29.0% | -1.5% | +30.5% | +29.5% |
| 1Y | +18.9% | +1.3% | +17.5% | +17.8% |
| 3Y | +78.9% | +92.6% | -13.7% | +44.2% |
| All | +78.9% | +91.7% | -12.8% | +44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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