+23.8%
CDW vs NIO
-53.4%
+77.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.2% | +3.4% | +2.4% |
| 7D | +2.6% | -1.8% | +4.4% | +2.8% |
| 30D | +20.4% | -6.6% | +27.0% | +21.6% |
| 3M | +28.5% | -29.9% | +58.3% | +34.5% |
| 6M | +70.6% | -46.6% | +117.2% | +82.4% |
| YTD | +29.1% | -36.5% | +65.6% | +37.1% |
| 1Y | +23.8% | -51.1% | +74.9% | +37.9% |
| All | +23.8% | -53.4% | +77.2% | +37.9% |
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