-5.1%
CCI vs NIO
-36.7%
+31.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.3% | -1.8% |
| 7D | -0.4% | -13.0% | +12.6% | +0.2% |
| 30D | +2.7% | -18.3% | +21.0% | +3.6% |
| 3M | -18.2% | -33.2% | +15.0% | -16.8% |
| 6M | -14.8% | -21.5% | +6.7% | -14.2% |
| YTD | -12.6% | -25.5% | +12.9% | -11.8% |
| 1Y | -16.7% | -38.0% | +21.3% | -15.6% |
| 3Y | -10.5% | -65.5% | +54.9% | -8.7% |
| 5Y | -51.4% | -90.6% | +39.2% | -49.5% |
| All | -5.1% | -36.7% | +31.6% | -9.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling