+626.7%
CDNS vs NIO
-49.2%
+675.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.9% | +7.1% | +1.8% |
| 7D | +7.0% | -4.7% | +11.7% | +7.5% |
| 30D | -0.3% | -14.3% | +14.1% | +1.3% |
| 3M | +3.2% | -32.8% | +36.0% | +7.3% |
| 6M | -6.9% | -49.8% | +42.9% | -0.4% |
| YTD | +6.6% | -40.2% | +46.8% | +11.4% |
| 1Y | +5.6% | -52.7% | +58.3% | +12.8% |
| 3Y | +27.4% | -57.9% | +85.3% | +31.7% |
| 5Y | +83.7% | -92.9% | +176.6% | +114.4% |
| All | +626.7% | -49.2% | +675.8% | +591.8% |
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