-21.8%
CLX vs NIO
-92.9%
+71.1%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -5.9% | +7.1% | +1.4% |
| 7D | +8.5% | -4.7% | +13.2% | +8.6% |
| 30D | +30.0% | -14.3% | +44.3% | +30.4% |
| 3M | +3.8% | -32.8% | +36.6% | +4.7% |
| 6M | +24.6% | -49.8% | +74.5% | +26.4% |
| YTD | +12.8% | -40.2% | +53.0% | +13.9% |
| 1Y | +8.6% | -52.7% | +61.3% | +10.1% |
| 3Y | -8.6% | -57.9% | +49.2% | -8.0% |
| 5Y | -21.8% | -92.9% | +71.1% | -23.5% |
| All | -21.8% | -92.9% | +71.1% | -23.5% |
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 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