-32.0%
CLX vs NIO
-64.6%
+32.6%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.6% | +0.2% | -1.3% |
| 7D | -9.2% | -13.0% | +3.8% | -8.9% |
| 30D | -11.0% | -18.3% | +7.2% | -10.6% |
| 3M | +5.0% | -33.2% | +38.3% | +6.1% |
| 6M | -18.8% | -21.5% | +2.7% | -18.3% |
| YTD | -4.4% | -25.5% | +21.1% | -3.8% |
| 1Y | -21.9% | -38.0% | +16.2% | -21.2% |
| All | -32.0% | -64.6% | +32.6% | -29.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling