+579.5%
CEG vs NIO
-89.1%
+668.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.2% | +3.8% | +2.7% |
| 7D | +11.8% | -1.8% | +13.6% | +12.0% |
| 30D | -6.5% | -6.6% | +0.1% | -6.0% |
| 3M | -1.2% | -29.9% | +28.7% | +1.7% |
| 6M | -8.0% | -46.6% | +38.6% | -3.6% |
| YTD | -21.9% | -36.5% | +14.6% | -19.6% |
| 1Y | -21.4% | -51.1% | +29.7% | -17.4% |
| 3Y | +130.0% | -55.2% | +185.2% | +134.3% |
| All | +579.5% | -89.1% | +668.6% | +660.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling