-7.1%
CNC vs NIO
-36.7%
+29.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.1% | -1.4% |
| 7D | +3.5% | -13.0% | +16.6% | +4.0% |
| 30D | +0.1% | -18.3% | +18.4% | +0.8% |
| 3M | +6.9% | -33.2% | +40.1% | +8.4% |
| 6M | +49.0% | -21.5% | +70.5% | +49.8% |
| YTD | +62.9% | -25.5% | +88.4% | +64.0% |
| 1Y | +134.0% | -38.0% | +172.0% | +136.9% |
| 3Y | +9.4% | -65.5% | +74.9% | +11.5% |
| 5Y | +4.1% | -90.6% | +94.7% | +9.4% |
| All | -7.1% | -36.7% | +29.6% | -15.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling