+304.6%
CIEN vs NIO
-92.1%
+396.6%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +5.9% | -0.5% | +4.5% |
| 7D | -24.1% | +5.6% | -29.7% | -24.7% |
| 30D | -45.5% | -4.2% | -41.2% | -45.0% |
| 3M | -39.7% | -26.3% | -13.4% | -36.7% |
| 6M | -57.8% | -42.5% | -15.3% | -54.1% |
| YTD | +4.1% | -33.5% | +37.6% | +10.6% |
| 1Y | +20.8% | -52.7% | +73.5% | +34.1% |
| 3Y | +463.1% | -57.5% | +520.6% | +500.7% |
| All | +304.6% | -92.1% | +396.6% | +374.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling