+467.1%
CAH vs NIO
-38.3%
+505.4%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | -0.1% |
| 7D | -2.2% | -4.1% | +1.9% | -2.1% |
| 30D | +1.2% | -23.2% | +24.4% | +1.8% |
| 3M | +13.1% | -29.9% | +43.0% | +14.0% |
| 6M | +8.5% | -25.1% | +33.6% | +9.0% |
| YTD | +17.6% | -27.5% | +45.1% | +18.2% |
| 1Y | +60.7% | -41.1% | +101.7% | +62.0% |
| 3Y | +183.2% | -63.1% | +246.3% | +186.4% |
| 5Y | +402.2% | -90.4% | +492.6% | +420.2% |
| All | +467.1% | -38.3% | +505.4% | +438.4% |
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 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