+173.1%
CCJ vs NIO
-62.6%
+235.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +0.3% |
| 7D | +0.7% | -13.0% | +13.8% | +2.6% |
| 30D | +6.9% | -18.3% | +25.1% | +9.7% |
| 3M | -11.6% | -33.2% | +21.6% | -6.9% |
| 6M | -16.2% | -21.5% | +5.3% | -13.6% |
| YTD | +10.1% | -25.5% | +35.6% | +14.0% |
| 1Y | +32.3% | -38.0% | +70.3% | +38.9% |
| All | +173.1% | -62.6% | +235.8% | +188.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling