+104.3%
CEG vs NIO
-59.9%
+164.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +5.9% | -1.6% | +4.0% |
| 7D | -4.7% | +5.6% | -10.3% | -5.0% |
| 30D | -16.6% | -4.2% | -12.3% | -16.4% |
| 3M | -4.1% | -26.3% | +22.2% | -2.7% |
| 6M | -22.3% | -42.5% | +20.2% | -20.3% |
| YTD | -28.9% | -33.5% | +4.6% | -27.8% |
| 1Y | -28.5% | -52.7% | +24.2% | -26.1% |
| 3Y | +104.3% | -57.5% | +161.8% | +108.8% |
| All | +104.3% | -59.9% | +164.2% | +108.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling