+518.2%
CEG vs NIO
-88.6%
+606.8%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +5.9% | -1.6% | +3.8% |
| 7D | -4.7% | +5.6% | -10.3% | -5.2% |
| 30D | -16.6% | -4.2% | -12.3% | -16.3% |
| 3M | -4.1% | -26.3% | +22.2% | -1.8% |
| 6M | -22.3% | -42.5% | +20.2% | -19.1% |
| YTD | -28.9% | -33.5% | +4.6% | -27.2% |
| 1Y | -28.5% | -52.7% | +24.2% | -24.6% |
| 3Y | +104.3% | -57.5% | +161.8% | +109.5% |
| All | +518.2% | -88.6% | +606.8% | +589.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling