+28.0%
CNH vs NIO
-37.4%
+65.4%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.6% | +5.6% | +4.1% |
| 7D | +23.3% | -13.0% | +36.3% | +23.9% |
| 30D | +33.5% | -18.3% | +51.7% | +34.5% |
| 3M | +32.7% | -33.2% | +65.9% | +35.5% |
| 6M | +22.2% | -21.5% | +43.7% | +23.6% |
| YTD | +57.7% | -25.5% | +83.2% | +59.7% |
| 1Y | +28.0% | -38.0% | +66.0% | +33.0% |
| All | +28.0% | -37.4% | +65.4% | +33.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling