+6.9%
CLX vs NIO
-53.4%
+60.3%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.5% | +0.3% |
| 7D | +7.8% | -1.8% | +9.6% | +7.9% |
| 30D | +28.5% | -6.6% | +35.2% | +29.1% |
| 3M | +1.3% | -29.9% | +31.2% | +3.7% |
| 6M | +23.4% | -46.6% | +70.0% | +28.9% |
| YTD | +11.4% | -36.5% | +47.8% | +14.8% |
| 1Y | +6.9% | -51.1% | +58.0% | +13.9% |
| All | +6.9% | -53.4% | +60.3% | +13.9% |
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