+2.8%
CNC vs NIO
-90.3%
+93.1%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.3% | -3.4% | -3.7% |
| 7D | -1.0% | -6.7% | +5.7% | -0.8% |
| 30D | -1.8% | -20.0% | +18.2% | -1.2% |
| 3M | -0.7% | -30.5% | +29.8% | +0.3% |
| 6M | +47.9% | -20.7% | +68.7% | +48.6% |
| YTD | +56.9% | -25.7% | +82.6% | +57.8% |
| 1Y | +123.9% | -38.6% | +162.5% | +126.5% |
| 3Y | -1.3% | -62.3% | +61.0% | +0.3% |
| 5Y | +2.8% | -90.1% | +92.8% | +10.7% |
| All | +2.8% | -90.3% | +93.1% | +10.7% |
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