+751.2%
CIEN vs NIO
-43.2%
+794.4%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +0.6% | +10.1% | +10.6% |
| 7D | -5.3% | +6.9% | -12.2% | -5.9% |
| 30D | -40.1% | -4.7% | -35.4% | -39.8% |
| 3M | -34.7% | -28.1% | -6.6% | -32.5% |
| 6M | -50.9% | -41.7% | -9.2% | -48.2% |
| YTD | +15.2% | -33.1% | +48.3% | +19.7% |
| 1Y | +35.2% | -50.3% | +85.5% | +44.1% |
| 3Y | +522.6% | -54.4% | +576.9% | +544.1% |
| 5Y | +344.2% | -91.6% | +435.8% | +399.1% |
| All | +751.2% | -43.2% | +794.4% | +718.4% |
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