-2.3%
CNC vs NIO
-46.0%
+43.7%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.5% |
| 7D | -7.3% | -1.8% | -5.5% | -7.2% |
| 30D | +5.2% | -6.6% | +11.8% | +5.4% |
| 3M | +8.6% | -29.9% | +38.5% | +10.0% |
| 6M | +25.1% | -46.6% | +71.7% | +27.7% |
| YTD | +71.3% | -36.5% | +107.7% | +73.3% |
| 1Y | +99.3% | -51.1% | +150.5% | +103.7% |
| 3Y | -1.9% | -55.2% | +53.3% | -1.1% |
| 5Y | -6.4% | -92.3% | +85.9% | -0.9% |
| All | -2.3% | -46.0% | +43.7% | -10.4% |
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