+372.8%
CNQ vs NIO
-38.5%
+411.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.1% | -3.6% | -0.8% |
| 7D | +0.1% | -2.9% | +3.0% | +0.3% |
| 30D | +6.2% | -18.7% | +24.9% | +7.9% |
| 3M | +12.4% | -29.4% | +41.8% | +15.4% |
| 6M | +9.0% | -32.5% | +41.6% | +11.9% |
| YTD | +52.2% | -27.6% | +79.9% | +55.0% |
| 1Y | +65.0% | -39.2% | +104.2% | +69.8% |
| 3Y | +78.8% | -64.3% | +143.1% | +85.5% |
| 5Y | +286.0% | -90.3% | +376.3% | +324.5% |
| All | +372.8% | -38.5% | +411.3% | +309.5% |
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 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