+135.5%
CVE vs NVMI
+145.1%
-9.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +11.7% | -12.3% | -2.2% |
| 7D | -16.1% | +0.3% | -16.4% | -16.2% |
| 30D | -10.4% | -17.1% | +6.7% | -8.3% |
| 3M | -2.4% | -17.9% | +15.5% | -0.2% |
| 6M | -4.4% | -41.4% | +37.0% | +1.4% |
| YTD | +64.9% | -4.6% | +69.6% | +58.9% |
| 1Y | +66.0% | -0.3% | +66.3% | +58.1% |
| 3Y | +57.7% | +214.5% | -156.8% | +9.1% |
| All | +135.5% | +145.1% | -9.6% | +61.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling