-3.6%
CNC vs NIO
-64.4%
+60.8%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.6% | -0.8% |
| 7D | -4.9% | -4.1% | -0.7% | -4.8% |
| 30D | -3.8% | -23.2% | +19.5% | -3.5% |
| 3M | -3.2% | -29.9% | +26.7% | -2.9% |
| 6M | +47.9% | -25.1% | +73.0% | +48.5% |
| YTD | +55.7% | -27.5% | +83.1% | +56.3% |
| 1Y | +106.2% | -41.1% | +147.3% | +108.2% |
| All | -3.6% | -64.4% | +60.8% | -5.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling