-21.3%
CDNS vs NIO
-38.9%
+17.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.5% | +0.5% |
| 7D | -7.2% | -4.1% | -3.1% | -6.6% |
| 30D | -14.3% | -23.2% | +9.0% | -11.2% |
| 3M | -27.2% | -29.9% | +2.7% | -23.8% |
| 6M | -4.5% | -25.1% | +20.6% | -1.6% |
| YTD | -9.0% | -27.5% | +18.5% | -6.0% |
| 1Y | -21.3% | -41.1% | +19.8% | -15.1% |
| All | -21.3% | -38.9% | +17.6% | -15.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling