+36.5%
CNH vs NIO
-55.4%
+92.0%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.2% | +3.1% | +2.0% |
| 7D | +6.7% | -1.8% | +8.5% | +6.9% |
| 30D | +7.2% | -6.6% | +13.8% | +8.1% |
| 3M | +17.5% | -29.9% | +47.4% | +22.3% |
| 6M | +15.0% | -46.6% | +61.6% | +23.4% |
| YTD | +36.8% | -36.5% | +73.2% | +42.5% |
| 1Y | +27.6% | -51.1% | +78.8% | +37.7% |
| All | +36.5% | -55.4% | +92.0% | +40.3% |
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 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