+20.2%
CLF vs NIO
-54.1%
+74.3%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +3.4% | -12.6% | -9.5% |
| 7D | -7.9% | -0.6% | -7.3% | -7.8% |
| 30D | +5.2% | -3.5% | +8.8% | +5.6% |
| 3M | +4.3% | -30.7% | +35.0% | +8.2% |
| 6M | +25.3% | -45.6% | +70.9% | +33.7% |
| YTD | -3.3% | -35.3% | +32.0% | +2.4% |
| 1Y | +20.2% | -53.9% | +74.1% | +44.5% |
| All | +20.2% | -54.1% | +74.3% | +44.5% |
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