-9.3%
CNC vs NIO
-40.3%
+31.0%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.2% | +5.3% | +2.2% |
| 7D | -3.9% | -7.3% | +3.4% | -3.6% |
| 30D | +0.8% | -22.5% | +23.3% | +1.7% |
| 3M | +0.1% | -30.9% | +31.0% | +1.4% |
| 6M | +79.7% | -37.2% | +116.9% | +82.3% |
| YTD | +58.9% | -29.8% | +88.7% | +60.3% |
| 1Y | +109.1% | -37.4% | +146.6% | +111.6% |
| 3Y | 0.0% | -64.3% | +64.3% | +1.7% |
| 5Y | +9.5% | -90.6% | +100.1% | +15.0% |
| All | -9.3% | -40.3% | +31.0% | -17.2% |
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 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