+43.6%
CVE vs NVMI
-13.9%
+57.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +5.5% | -6.8% | -1.1% |
| 7D | +2.5% | +6.6% | -4.1% | +2.8% |
| 30D | +16.7% | -7.5% | +24.3% | +16.6% |
| 3M | +9.3% | -28.5% | +37.8% | +8.7% |
| 6M | +43.6% | -15.7% | +59.3% | +43.9% |
| All | +43.6% | -13.9% | +57.5% | +43.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling