+100.6%
CB vs NIO
-92.2%
+192.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.4% |
| 7D | -1.5% | +6.9% | -8.4% | -1.6% |
| 30D | +6.5% | -4.7% | +11.3% | +6.6% |
| 3M | +4.1% | -28.1% | +32.1% | +4.5% |
| 6M | +14.4% | -41.7% | +56.1% | +15.2% |
| YTD | +17.5% | -33.1% | +50.6% | +17.9% |
| 1Y | +27.5% | -50.3% | +77.8% | +28.6% |
| 3Y | +71.6% | -54.4% | +126.0% | +71.9% |
| 5Y | +100.6% | -91.6% | +192.2% | +108.5% |
| All | +100.6% | -92.2% | +192.8% | +108.5% |
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