+971.0%
CCJ vs NIO
-36.7%
+1,007.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +0.3% |
| 7D | +0.7% | -13.0% | +13.8% | +2.3% |
| 30D | +6.9% | -18.3% | +25.1% | +9.2% |
| 3M | -11.6% | -33.2% | +21.6% | -7.7% |
| 6M | -16.2% | -21.5% | +5.3% | -14.2% |
| YTD | +10.1% | -25.5% | +35.6% | +13.2% |
| 1Y | +32.3% | -38.0% | +70.3% | +37.8% |
| 3Y | +171.3% | -65.5% | +236.8% | +187.6% |
| 5Y | +372.4% | -90.6% | +463.0% | +436.9% |
| All | +971.0% | -36.7% | +1,007.7% | +930.4% |
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