+78.8%
CNQ vs NIO
-64.5%
+143.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +7.8% |
| 3M | +12.4% | -29.4% | +41.8% | +15.3% |
| 6M | +9.0% | -32.5% | +41.6% | +11.7% |
| YTD | +52.2% | -27.6% | +79.9% | +54.7% |
| 1Y | +65.0% | -39.2% | +104.2% | +69.6% |
| 3Y | +78.8% | -64.3% | +143.1% | +80.9% |
| All | +78.8% | -64.5% | +143.3% | +80.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling