-3.9%
CDW vs NIO
-92.0%
+88.1%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.8% | +6.7% | +3.3% |
| 7D | +13.1% | +2.8% | +10.3% | +12.8% |
| 30D | +19.1% | -8.4% | +27.5% | +20.1% |
| 3M | +24.7% | -32.0% | +56.7% | +29.2% |
| 6M | +63.4% | -43.9% | +107.3% | +71.9% |
| YTD | +26.3% | -35.7% | +62.0% | +30.7% |
| 1Y | +20.6% | -51.1% | +71.7% | +27.7% |
| 3Y | -16.3% | -54.7% | +38.4% | -14.0% |
| 5Y | -3.9% | -91.7% | +87.8% | +10.0% |
| All | -3.9% | -92.0% | +88.1% | +10.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling