+79.0%
CNP vs NIO
-43.5%
+122.5%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.9% | -4.2% | +1.5% |
| 7D | -4.2% | +5.6% | -9.8% | -4.4% |
| 30D | +5.5% | -4.2% | +9.8% | +5.7% |
| 3M | +0.6% | -26.3% | +26.9% | +1.5% |
| 6M | -2.8% | -42.5% | +39.7% | -1.2% |
| YTD | +7.9% | -33.5% | +41.4% | +8.9% |
| 1Y | +6.7% | -52.7% | +59.3% | +9.0% |
| 3Y | +61.1% | -57.5% | +118.6% | +62.6% |
| 5Y | +73.0% | -92.0% | +164.9% | +81.3% |
| All | +79.0% | -43.5% | +122.5% | +62.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling