-44.8%
CHTR vs NIO
-36.7%
-8.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.1% | +0.6% | +3.7% |
| 7D | -4.1% | -2.9% | -1.2% | -4.1% |
| 30D | -3.0% | -18.7% | +15.8% | -2.7% |
| 3M | +4.8% | -29.4% | +34.2% | +5.1% |
| 6M | -35.0% | -32.5% | -2.5% | -34.9% |
| YTD | -30.2% | -27.6% | -2.5% | -30.1% |
| 1Y | -44.8% | -39.2% | -5.6% | -43.9% |
| All | -44.8% | -36.7% | -8.1% | -43.9% |
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