+165.8%
CDE vs NIO
-46.0%
+211.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.5% | -1.5% |
| 7D | +3.1% | -1.8% | +4.9% | +3.4% |
| 30D | -10.3% | -6.6% | -3.7% | -9.3% |
| 3M | -19.1% | -29.9% | +10.8% | -14.9% |
| 6M | -24.0% | -46.6% | +22.6% | -17.2% |
| YTD | -15.6% | -36.5% | +20.9% | -10.6% |
| 1Y | -1.1% | -51.1% | +50.1% | +8.5% |
| 3Y | +613.1% | -55.2% | +668.4% | +655.3% |
| 5Y | +109.3% | -92.3% | +201.6% | +151.4% |
| All | +165.8% | -46.0% | +211.8% | +179.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling