-13.4%
CMCSA vs NIO
-37.4%
+24.0%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.6% |
| 7D | +0.1% | -6.7% | +6.8% | +0.3% |
| 30D | +3.8% | -20.0% | +23.9% | +4.6% |
| 3M | +12.3% | -30.5% | +42.8% | +13.7% |
| 6M | -15.4% | -20.7% | +5.3% | -14.9% |
| YTD | -2.5% | -25.7% | +23.2% | -2.1% |
| 1Y | -13.4% | -38.6% | +25.2% | -12.1% |
| All | -13.4% | -37.4% | +24.0% | -12.1% |
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