+17.0%
CCL vs NIO
-53.4%
+70.3%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | 0.0% |
| 7D | -1.5% | -1.8% | +0.3% | -1.3% |
| 30D | +16.5% | -6.6% | +23.1% | +17.5% |
| 3M | +11.2% | -29.9% | +41.1% | +16.8% |
| 6M | +22.6% | -46.6% | +69.2% | +33.8% |
| YTD | +2.6% | -36.5% | +39.1% | +8.3% |
| 1Y | +17.0% | -51.1% | +68.1% | +22.3% |
| All | +17.0% | -53.4% | +70.3% | +22.3% |
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 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