+690.1%
CCJ vs NIO
-46.0%
+736.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.2% | +3.2% | +2.1% |
| 7D | +3.7% | -1.8% | +5.5% | +3.9% |
| 30D | -13.7% | -6.6% | -7.1% | -13.0% |
| 3M | -24.7% | -29.9% | +5.1% | -21.7% |
| 6M | -38.1% | -46.6% | +8.5% | -33.8% |
| YTD | -18.8% | -36.5% | +17.7% | -15.0% |
| 1Y | -19.5% | -51.1% | +31.6% | -13.5% |
| 3Y | +75.9% | -55.2% | +131.1% | +82.5% |
| 5Y | +173.1% | -92.3% | +265.4% | +217.2% |
| All | +690.1% | -46.0% | +736.1% | +674.1% |
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