+202.9%
CDE vs NIO
-90.3%
+293.2%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.4% | +4.0% | +2.2% |
| 7D | -2.0% | -4.1% | +2.2% | -1.0% |
| 30D | +15.7% | -23.2% | +38.9% | +22.8% |
| 3M | +30.5% | -29.9% | +60.4% | +41.2% |
| 6M | -7.4% | -25.1% | +17.7% | -1.9% |
| YTD | +17.9% | -27.5% | +45.4% | +25.4% |
| 1Y | +46.7% | -41.1% | +87.8% | +62.3% |
| 3Y | +851.3% | -63.1% | +914.4% | +975.7% |
| 5Y | +202.9% | -90.4% | +293.3% | +305.4% |
| All | +202.9% | -90.3% | +293.2% | +305.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling