+174.5%
CIEN vs NIO
-37.4%
+211.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.6% | +2.7% | +1.7% |
| 7D | -15.2% | -13.0% | -2.1% | -11.0% |
| 30D | -21.5% | -18.3% | -3.2% | -15.9% |
| 3M | -40.1% | -33.2% | -6.9% | -31.3% |
| 6M | -6.6% | -21.5% | +14.9% | +0.7% |
| YTD | +37.3% | -25.5% | +62.7% | +50.0% |
| 1Y | +174.5% | -38.0% | +212.6% | +230.9% |
| All | +174.5% | -37.4% | +211.9% | +230.9% |
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