+62.7%
CCJ vs NIO
-60.1%
+122.8%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.9% | +3.5% | -0.7% |
| 7D | -0.8% | -14.5% | +13.7% | +1.6% |
| 30D | -13.2% | -15.0% | +1.8% | -11.0% |
| 3M | -27.6% | -35.6% | +7.9% | -23.0% |
| 6M | -38.7% | -55.7% | +17.0% | -31.6% |
| YTD | -22.7% | -43.1% | +20.4% | -16.6% |
| 1Y | -17.6% | -53.5% | +35.9% | -9.3% |
| 3Y | +62.7% | -59.8% | +122.5% | +71.6% |
| All | +62.7% | -60.1% | +122.8% | +71.6% |
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