+829.2%
CIEN vs NIO
-49.2%
+878.3%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.9% | +5.2% | -0.1% |
| 7D | +27.4% | -4.7% | +32.1% | +28.0% |
| 30D | -26.6% | -14.3% | -12.3% | -25.4% |
| 3M | -32.0% | -32.8% | +0.9% | -29.1% |
| 6M | -49.1% | -49.8% | +0.8% | -45.5% |
| YTD | +25.7% | -40.2% | +65.9% | +32.1% |
| 1Y | +40.3% | -52.7% | +93.0% | +50.5% |
| 3Y | +566.2% | -57.9% | +624.1% | +594.9% |
| 5Y | +378.7% | -92.9% | +471.6% | +445.4% |
| All | +829.2% | -49.2% | +878.3% | +803.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling