+384.6%
NVDA vs CDE
+807.6%
-423.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | -0.2% |
| 7D | -5.1% | -3.1% | -2.0% | -4.6% |
| 30D | -2.5% | +9.5% | -11.9% | -4.0% |
| 3M | +6.7% | +25.5% | -18.8% | +2.0% |
| 6M | +17.6% | -7.9% | +25.5% | +17.2% |
| YTD | +17.3% | +15.6% | +1.8% | +11.4% |
| 1Y | +23.5% | +34.0% | -10.5% | +12.8% |
| 3Y | +384.6% | +791.9% | -407.3% | +252.7% |
| All | +384.6% | +807.6% | -423.0% | +252.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 CDE 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