+32.3%
CCJ vs NIO
-37.4%
+69.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.3% |
| 7D | +5.9% | -6.7% | +12.6% | +7.4% |
| 30D | +4.7% | -20.0% | +24.7% | +9.5% |
| 3M | -3.3% | -30.5% | +27.2% | +4.0% |
| 6M | -7.0% | -20.7% | +13.7% | -1.6% |
| YTD | +11.5% | -25.7% | +37.1% | +18.4% |
| 1Y | +32.3% | -38.6% | +70.8% | +45.8% |
| All | +32.3% | -37.4% | +69.6% | +45.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling