+105.5%
CB vs NIO
-92.6%
+198.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.0% | +2.4% | -0.6% |
| 7D | +2.6% | -3.6% | +6.2% | +2.6% |
| 30D | +11.2% | -8.0% | +19.2% | +11.3% |
| 3M | +5.7% | -31.2% | +36.9% | +6.2% |
| 6M | +15.9% | -45.8% | +61.7% | +16.8% |
| YTD | +20.2% | -37.3% | +57.4% | +20.6% |
| 1Y | +32.4% | -56.1% | +88.5% | +33.7% |
| 3Y | +75.5% | -61.1% | +136.6% | +76.5% |
| 5Y | +105.5% | -92.4% | +197.9% | +111.8% |
| All | +105.5% | -92.6% | +198.1% | +111.8% |
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