-43.6%
CAG vs NIO
-46.0%
+2.4%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.2% | -2.4% |
| 7D | -1.8% | -1.8% | +0.1% | -1.7% |
| 30D | +9.7% | -6.6% | +16.3% | +9.7% |
| 3M | +0.5% | -29.9% | +30.4% | +0.8% |
| 6M | +8.9% | -46.6% | +55.5% | +9.6% |
| YTD | -8.4% | -36.5% | +28.1% | -8.0% |
| 1Y | -8.3% | -51.1% | +42.8% | -7.7% |
| 3Y | -36.1% | -55.2% | +19.1% | -36.0% |
| 5Y | -40.1% | -92.3% | +52.2% | -39.0% |
| All | -43.6% | -46.0% | +2.4% | -46.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling