-67.5%
CPNG vs NIO
-92.7%
+25.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -1.8% |
| 7D | -6.2% | -1.8% | -4.4% | -5.8% |
| 30D | +4.6% | -6.6% | +11.3% | +6.6% |
| 3M | -3.1% | -29.9% | +26.8% | +6.0% |
| 6M | -0.9% | -46.6% | +45.8% | +15.7% |
| YTD | -32.2% | -36.5% | +4.3% | -25.7% |
| 1Y | -44.2% | -51.1% | +6.9% | -34.5% |
| 3Y | +4.4% | -55.2% | +59.6% | +10.3% |
| 5Y | -45.2% | -92.3% | +47.1% | -9.6% |
| All | -67.5% | -92.7% | +25.2% | -50.7% |
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 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