-28.5%
CEG vs NIO
-54.3%
+25.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +5.9% | -1.6% | +3.9% |
| 7D | -4.7% | +5.6% | -10.3% | -5.1% |
| 30D | -16.6% | -4.2% | -12.3% | -16.4% |
| 3M | -4.1% | -26.3% | +22.2% | -3.1% |
| 6M | -22.3% | -42.5% | +20.2% | -20.5% |
| YTD | -28.9% | -33.5% | +4.6% | -27.7% |
| 1Y | -28.5% | -52.7% | +24.2% | -22.1% |
| All | -28.5% | -54.3% | +25.8% | -22.1% |
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