+147.3%
CDE vs NIO
-51.7%
+198.9%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.9% | +2.7% | -1.5% |
| 7D | -9.6% | -14.5% | +4.8% | -7.5% |
| 30D | -6.7% | -15.0% | +8.3% | -4.4% |
| 3M | -24.2% | -35.6% | +11.3% | -19.3% |
| 6M | -29.1% | -55.7% | +26.6% | -20.6% |
| YTD | -21.5% | -43.1% | +21.6% | -15.4% |
| 1Y | -7.4% | -53.5% | +46.2% | +2.4% |
| 3Y | +596.3% | -59.8% | +656.1% | +649.2% |
| 5Y | +95.7% | -93.2% | +188.9% | +139.2% |
| All | +147.3% | -51.7% | +198.9% | +164.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling