+110.4%
CDE vs NIO
-92.4%
+202.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.5% | -1.4% |
| 7D | +3.1% | -1.8% | +4.9% | +3.6% |
| 30D | -10.3% | -6.6% | -3.7% | -8.7% |
| 3M | -19.1% | -29.9% | +10.8% | -12.1% |
| 6M | -24.0% | -46.6% | +22.6% | -12.5% |
| YTD | -15.6% | -36.5% | +20.9% | -7.3% |
| 1Y | -1.1% | -51.1% | +50.1% | +15.1% |
| 3Y | +613.1% | -55.2% | +668.4% | +677.0% |
| All | +110.4% | -92.4% | +202.9% | +185.1% |
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 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