+73.9%
CNP vs NIO
-92.1%
+166.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.9% | -4.2% | +1.6% |
| 7D | -4.2% | +5.6% | -9.8% | -4.3% |
| 30D | +5.5% | -4.2% | +9.8% | +5.6% |
| 3M | +0.6% | -26.3% | +26.9% | +1.3% |
| 6M | -2.8% | -42.5% | +39.7% | -1.5% |
| YTD | +7.9% | -33.5% | +41.4% | +8.7% |
| 1Y | +6.7% | -52.7% | +59.3% | +8.6% |
| 3Y | +61.1% | -57.5% | +118.6% | +62.2% |
| All | +73.9% | -92.1% | +166.0% | +72.6% |
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