+57.7%
CVE vs NVMI
+211.5%
-153.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +11.7% | -12.3% | -1.7% |
| 7D | -16.1% | +0.3% | -16.4% | -16.2% |
| 30D | -10.4% | -17.1% | +6.7% | -9.0% |
| 3M | -2.4% | -17.9% | +15.5% | -0.9% |
| 6M | -4.4% | -41.4% | +37.0% | -0.3% |
| YTD | +64.9% | -4.6% | +69.6% | +59.7% |
| 1Y | +66.0% | -0.3% | +66.3% | +59.3% |
| 3Y | +57.7% | +214.5% | -156.8% | +4.4% |
| All | +57.7% | +211.5% | -153.9% | +4.4% |
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