+401.3%
CAH vs NIO
-90.3%
+491.7%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.4% | -2.7% |
| 7D | +0.5% | -6.7% | +7.1% | +0.6% |
| 30D | +1.7% | -20.0% | +21.8% | +2.0% |
| 3M | +17.9% | -30.5% | +48.3% | +18.3% |
| 6M | +10.9% | -20.7% | +31.6% | +11.1% |
| YTD | +17.9% | -25.7% | +43.5% | +18.1% |
| 1Y | +61.7% | -38.6% | +100.3% | +62.2% |
| 3Y | +183.7% | -62.3% | +246.0% | +187.1% |
| 5Y | +401.3% | -90.1% | +491.4% | +419.6% |
| All | +401.3% | -90.3% | +491.7% | +419.6% |
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