-21.4%
CEG vs NIO
-53.4%
+31.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +0.4% |
| 6M | -8.0% | -46.6% | +38.6% | -5.0% |
| YTD | -21.9% | -36.5% | +14.6% | -20.2% |
| 1Y | -21.4% | -51.1% | +29.7% | -15.0% |
| All | -21.4% | -53.4% | +31.9% | -15.0% |
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 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