-69.3%
CHTR vs NIO
-64.4%
-4.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -2.4% | -5.8% | -8.1% |
| 7D | -15.8% | -4.1% | -11.6% | -15.7% |
| 30D | -12.7% | -23.2% | +10.6% | -11.9% |
| 3M | -1.1% | -29.9% | +28.8% | 0.0% |
| 6M | -39.9% | -25.1% | -14.8% | -39.6% |
| YTD | -35.9% | -27.5% | -8.4% | -35.5% |
| 1Y | -49.2% | -41.1% | -8.1% | -48.5% |
| All | -69.3% | -64.4% | -4.9% | -67.6% |
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