+8.9%
CAG vs NIO
-44.8%
+53.7%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.2% | -2.5% |
| 7D | -1.8% | -1.8% | +0.1% | -1.8% |
| 30D | +9.7% | -6.6% | +16.3% | +9.1% |
| 3M | +0.5% | -29.9% | +30.4% | -2.1% |
| 6M | +8.9% | -46.6% | +55.5% | +5.0% |
| All | +8.9% | -44.8% | +53.7% | +5.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling