+259.8%
CDE vs NIO
-40.3%
+300.1%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.2% | +0.1% | -2.7% |
| 7D | -6.1% | -7.3% | +1.2% | -5.0% |
| 30D | +9.5% | -22.5% | +32.0% | +13.4% |
| 3M | +32.0% | -30.9% | +62.9% | +38.8% |
| 6M | -12.8% | -37.2% | +24.4% | -7.3% |
| YTD | +14.2% | -29.8% | +44.0% | +19.3% |
| 1Y | +36.3% | -37.4% | +73.7% | +44.2% |
| 3Y | +821.4% | -64.3% | +885.7% | +897.2% |
| 5Y | +194.3% | -90.6% | +284.8% | +245.1% |
| All | +259.8% | -40.3% | +300.1% | +272.5% |
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