-44.8%
CMCSA vs NIO
-90.7%
+45.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | -0.5% |
| 7D | -2.1% | -13.0% | +10.9% | -1.2% |
| 30D | +7.0% | -18.3% | +25.3% | +8.5% |
| 3M | +15.1% | -33.2% | +48.3% | +18.3% |
| 6M | -15.4% | -21.5% | +6.1% | -14.4% |
| YTD | -1.9% | -25.5% | +23.6% | -0.5% |
| 1Y | -12.7% | -38.0% | +25.3% | -10.7% |
| 3Y | -31.0% | -65.5% | +34.4% | -27.9% |
| All | -44.8% | -90.7% | +45.9% | -40.6% |
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