-31.9%
CEG vs NIO
-54.1%
+22.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +3.4% | -10.2% | -6.9% |
| 7D | -4.8% | -0.6% | -4.2% | -4.7% |
| 30D | -8.2% | -3.5% | -4.7% | -7.9% |
| 3M | -7.9% | -30.7% | +22.8% | -6.6% |
| 6M | -23.2% | -45.6% | +22.4% | -20.8% |
| YTD | -30.1% | -35.3% | +5.2% | -28.8% |
| 1Y | -31.9% | -53.9% | +22.0% | -25.7% |
| All | -31.9% | -54.1% | +22.2% | -25.7% |
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