+519.4%
CDNS vs NIO
-36.8%
+556.2%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.7% | -2.9% |
| 7D | -9.2% | -6.7% | -2.6% | -8.6% |
| 30D | -16.3% | -20.0% | +3.8% | -14.3% |
| 3M | -27.9% | -30.5% | +2.5% | -25.3% |
| 6M | -4.3% | -20.7% | +16.4% | -2.6% |
| YTD | -9.1% | -25.7% | +16.6% | -7.1% |
| 1Y | -21.2% | -38.6% | +17.4% | -18.2% |
| 3Y | +19.4% | -62.3% | +81.6% | +24.5% |
| 5Y | +71.6% | -90.1% | +161.7% | +93.9% |
| All | +519.4% | -36.8% | +556.2% | +477.2% |
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