-21.0%
CLX vs NIO
-36.7%
+15.7%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.6% | +0.2% | -1.3% |
| 7D | -9.2% | -13.0% | +3.8% | -9.1% |
| 30D | -11.0% | -18.3% | +7.2% | -10.9% |
| 3M | +5.0% | -33.2% | +38.3% | +5.4% |
| 6M | -18.8% | -21.5% | +2.7% | -18.7% |
| YTD | -4.4% | -25.5% | +21.1% | -4.2% |
| 1Y | -21.9% | -38.0% | +16.2% | -21.6% |
| 3Y | -32.8% | -65.5% | +32.7% | -32.6% |
| 5Y | -34.6% | -90.6% | +56.0% | -34.5% |
| All | -21.0% | -36.7% | +15.7% | -21.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling