+74.7%
CNP vs NIO
-36.7%
+111.3%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.7% |
| 7D | +1.1% | -13.0% | +14.1% | +1.6% |
| 30D | -1.8% | -18.3% | +16.5% | -1.2% |
| 3M | -4.6% | -33.2% | +28.6% | -3.4% |
| 6M | -8.8% | -21.5% | +12.6% | -8.4% |
| YTD | +5.2% | -25.5% | +30.7% | +5.9% |
| 1Y | +8.3% | -38.0% | +46.3% | +9.5% |
| 3Y | +54.9% | -65.5% | +120.3% | +57.4% |
| 5Y | +73.5% | -90.6% | +164.1% | +80.8% |
| All | +74.7% | -36.7% | +111.3% | +57.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling