+380.6%
CNQ vs NIO
-38.3%
+418.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.3% | +1.1% |
| 7D | -0.9% | -4.1% | +3.3% | -0.6% |
| 30D | +8.7% | -23.2% | +31.9% | +11.0% |
| 3M | +15.8% | -29.9% | +45.7% | +19.1% |
| 6M | +13.3% | -25.1% | +38.4% | +15.1% |
| YTD | +54.7% | -27.5% | +82.2% | +57.5% |
| 1Y | +69.5% | -41.1% | +110.6% | +74.8% |
| 3Y | +77.3% | -63.1% | +140.5% | +83.5% |
| 5Y | +290.3% | -90.4% | +380.7% | +329.7% |
| All | +380.6% | -38.3% | +418.9% | +316.1% |
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