+18.8%
CLF vs NIO
-51.1%
+69.9%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +0.6% | +6.4% | +6.9% |
| 7D | -14.1% | +6.9% | -21.0% | -14.7% |
| 30D | -5.5% | -4.7% | -0.8% | -5.0% |
| 3M | 0.0% | -28.1% | +28.1% | +3.5% |
| 6M | +11.3% | -41.7% | +53.0% | +18.3% |
| YTD | -7.7% | -33.1% | +25.5% | -2.3% |
| All | +18.8% | -51.1% | +69.9% | +31.6% |
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