+43.5%
CVX vs NVDX
+772.1%
-728.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.6% |
| 7D | +2.6% | -10.2% | +12.8% | +2.7% |
| 30D | +9.8% | -7.3% | +17.2% | +9.9% |
| 3M | +16.2% | +5.5% | +10.7% | +16.0% |
| 6M | +13.6% | +18.3% | -4.7% | +12.9% |
| YTD | +44.4% | +11.4% | +32.9% | +43.5% |
| 1Y | +40.6% | +12.7% | +27.9% | +39.3% |
| All | +43.5% | +772.1% | -728.6% | +41.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling