-50.8%
CCI vs NIO
-90.3%
+39.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.4% | +0.2% |
| 7D | +0.2% | -6.7% | +6.8% | +0.6% |
| 30D | +0.5% | -20.0% | +20.5% | +1.9% |
| 3M | -16.3% | -30.5% | +14.2% | -14.4% |
| 6M | -13.9% | -20.7% | +6.8% | -13.1% |
| YTD | -12.4% | -25.7% | +13.2% | -11.3% |
| 1Y | -15.2% | -38.6% | +23.4% | -13.4% |
| 3Y | -9.9% | -62.3% | +52.4% | -7.1% |
| 5Y | -50.8% | -90.1% | +39.2% | -49.1% |
| All | -50.8% | -90.3% | +39.5% | -49.1% |
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 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