+803.4%
NVDA vs CEG
+717.5%
+85.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | +3.8% | +6.7% | -2.9% | +1.2% |
| 30D | +0.8% | +11.0% | -10.2% | -3.3% |
| 3M | +8.2% | +19.5% | -11.3% | +0.5% |
| 6M | +27.1% | -5.9% | +33.0% | +27.4% |
| YTD | +21.2% | -15.0% | +36.2% | +25.6% |
| 1Y | +34.3% | +0.6% | +33.7% | +28.4% |
| 3Y | +396.3% | +180.6% | +215.6% | +191.1% |
| All | +803.4% | +717.5% | +85.8% | +318.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CEG.
Daily Out/Under-Performance
Portfolio return minus CEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CEG 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 CEG 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