-41.3%
CAG vs NIO
-90.3%
+49.1%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.2% | -1.4% |
| 7D | -5.3% | -6.7% | +1.4% | -5.3% |
| 30D | +1.0% | -20.0% | +21.0% | +1.0% |
| 3M | +17.4% | -30.5% | +47.8% | +17.4% |
| 6M | -16.8% | -20.7% | +3.9% | -16.8% |
| YTD | -6.8% | -25.7% | +18.9% | -6.7% |
| 1Y | -15.4% | -38.6% | +23.2% | -15.3% |
| 3Y | -37.1% | -62.3% | +25.2% | -37.2% |
| 5Y | -41.3% | -90.1% | +48.8% | -41.5% |
| All | -41.3% | -90.3% | +49.1% | -41.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling