+26.0%
C vs NIO
-54.1%
+80.1%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.4% | -1.8% | +1.4% |
| 7D | +1.1% | -0.6% | +1.7% | +1.1% |
| 30D | -2.4% | -3.5% | +1.1% | -2.3% |
| 3M | -8.4% | -30.7% | +22.3% | -5.8% |
| 6M | +0.3% | -45.6% | +46.0% | +5.3% |
| YTD | +9.1% | -35.3% | +44.4% | +11.1% |
| 1Y | +26.0% | -53.9% | +80.0% | +32.4% |
| All | +26.0% | -54.1% | +80.1% | +32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 1y: compounded portfolio wealth divided by compounded NIO 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…
1y analysis · Full analysis span regression · 6 months rolling