+913.8%
NVDA vs CPB
-38.5%
+952.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.8% | -3.8% | -1.4% |
| 7D | +3.8% | -8.2% | +12.0% | +1.1% |
| 30D | +0.8% | -5.6% | +6.4% | -0.9% |
| 3M | +8.2% | +3.0% | +5.2% | +10.1% |
| 6M | +27.1% | -12.7% | +39.8% | +22.9% |
| YTD | +21.2% | -18.0% | +39.2% | +15.3% |
| 1Y | +34.3% | -31.7% | +66.0% | +20.7% |
| 3Y | +396.3% | -41.0% | +437.2% | +329.0% |
| 5Y | +913.8% | -38.4% | +952.2% | +871.5% |
| All | +913.8% | -38.5% | +952.3% | +871.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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