+538.1%
CDNS vs NIO
-36.7%
+574.8%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.6% | -2.4% | -3.8% |
| 7D | -14.0% | -13.0% | -1.0% | -12.8% |
| 30D | -13.2% | -18.3% | +5.1% | -11.4% |
| 3M | -28.9% | -33.2% | +4.3% | -25.9% |
| 6M | -4.2% | -21.5% | +17.3% | -2.4% |
| YTD | -6.4% | -25.5% | +19.1% | -4.3% |
| 1Y | -16.2% | -38.0% | +21.8% | -13.1% |
| 3Y | +20.2% | -65.5% | +85.6% | +26.5% |
| 5Y | +76.6% | -90.6% | +167.2% | +100.5% |
| All | +538.1% | -36.7% | +574.8% | +494.5% |
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