+17.1%
CI vs NIO
-51.1%
+68.2%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.7% |
| 7D | +0.1% | +6.9% | -6.8% | 0.0% |
| 30D | +4.7% | -4.7% | +9.4% | +4.8% |
| 3M | +5.2% | -28.1% | +33.3% | +6.4% |
| 6M | +3.8% | -41.7% | +45.5% | +6.0% |
| YTD | +9.2% | -33.1% | +42.4% | +10.2% |
| All | +17.1% | -51.1% | +68.2% | +19.0% |
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