-2.6%
CMCSA vs NIO
-36.8%
+34.3%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.6% |
| 7D | +0.1% | -6.7% | +6.8% | +0.5% |
| 30D | +3.8% | -20.0% | +23.9% | +5.1% |
| 3M | +12.3% | -30.5% | +42.8% | +14.6% |
| 6M | -15.4% | -20.7% | +5.3% | -14.6% |
| YTD | -2.5% | -25.7% | +23.2% | -1.3% |
| 1Y | -13.4% | -38.6% | +25.2% | -11.7% |
| 3Y | -30.4% | -62.3% | +31.9% | -28.8% |
| 5Y | -45.0% | -90.1% | +45.0% | -41.5% |
| All | -2.6% | -36.8% | +34.3% | -9.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling