+74.9%
CNP vs NIO
-92.4%
+167.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.5% |
| 7D | -0.1% | -1.8% | +1.7% | -0.1% |
| 30D | +5.0% | -6.6% | +11.7% | +5.2% |
| 3M | +2.7% | -29.9% | +32.5% | +3.6% |
| 6M | -1.9% | -46.6% | +44.7% | -0.3% |
| YTD | +8.8% | -36.5% | +45.2% | +9.7% |
| 1Y | +5.6% | -51.1% | +56.8% | +7.4% |
| 3Y | +63.2% | -55.2% | +118.5% | +63.9% |
| All | +74.9% | -92.4% | +167.3% | +71.7% |
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