-69.3%
CPNG vs NIO
-91.7%
+22.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.1% | 0.0% | +2.3% |
| 7D | -1.1% | -2.9% | +1.8% | -0.4% |
| 30D | -7.4% | -18.7% | +11.4% | -2.4% |
| 3M | -12.3% | -29.4% | +17.1% | -4.5% |
| 6M | -19.4% | -32.5% | +13.1% | -12.1% |
| YTD | -35.9% | -27.6% | -8.3% | -32.1% |
| 1Y | -53.4% | -39.2% | -14.2% | -48.9% |
| 3Y | -20.0% | -64.3% | +44.3% | -7.8% |
| 5Y | -49.6% | -90.3% | +40.7% | -22.8% |
| All | -69.3% | -91.7% | +22.4% | -54.9% |
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 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