+37.7%
CAH vs NIO
-55.0%
+92.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.9% | +6.0% | +1.1% |
| 7D | +3.5% | -14.5% | +17.9% | +3.6% |
| 30D | +13.5% | -15.0% | +28.4% | +13.6% |
| 3M | +21.8% | -35.6% | +57.4% | +22.4% |
| 6M | +51.5% | -55.7% | +107.2% | +54.6% |
| YTD | +38.1% | -43.1% | +81.2% | +36.6% |
| 1Y | +37.7% | -53.5% | +91.2% | +39.3% |
| All | +37.7% | -55.0% | +92.7% | +39.3% |
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