+215.1%
CB vs NIO
-46.0%
+261.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.6% | +0.4% |
| 7D | -1.0% | -1.8% | +0.8% | -1.0% |
| 30D | +7.3% | -6.6% | +14.0% | +7.5% |
| 3M | +7.0% | -29.9% | +36.9% | +7.9% |
| 6M | +16.3% | -46.6% | +63.0% | +17.9% |
| YTD | +19.7% | -36.5% | +56.2% | +20.6% |
| 1Y | +27.8% | -51.1% | +78.9% | +29.6% |
| 3Y | +72.0% | -55.2% | +127.3% | +72.7% |
| 5Y | +104.9% | -92.3% | +197.2% | +113.3% |
| All | +215.1% | -46.0% | +261.1% | +189.1% |
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