-65.9%
CHTR vs NIO
-60.1%
-5.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -4.9% | +9.2% | +4.4% |
| 7D | +17.2% | -14.5% | +31.7% | +17.5% |
| 30D | +31.6% | -15.0% | +46.6% | +32.0% |
| 3M | -11.6% | -35.6% | +24.0% | -10.8% |
| 6M | -3.3% | -55.7% | +52.4% | -1.7% |
| YTD | -33.7% | -43.1% | +9.4% | -33.1% |
| 1Y | -32.4% | -53.5% | +21.1% | -31.4% |
| 3Y | -65.9% | -59.8% | -6.1% | -65.3% |
| All | -65.9% | -60.1% | -5.8% | -65.3% |
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