-17.4%
CDW vs NIO
-56.4%
+39.0%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.6% | +4.3% | +4.8% |
| 7D | +9.3% | +6.9% | +2.4% | +8.8% |
| 30D | +15.8% | -4.7% | +20.5% | +16.1% |
| 3M | +21.8% | -28.1% | +49.8% | +24.2% |
| 6M | +58.8% | -41.7% | +100.5% | +63.6% |
| YTD | +22.8% | -33.1% | +55.9% | +25.4% |
| 1Y | +17.9% | -50.3% | +68.2% | +22.0% |
| 3Y | -17.4% | -54.4% | +36.9% | -14.3% |
| All | -17.4% | -56.4% | +39.0% | -14.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling