-20.0%
CPNG vs NIO
-62.3%
+42.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.9% | -3.1% |
| 7D | -6.3% | -6.7% | +0.4% | -5.6% |
| 30D | -8.7% | -20.0% | +11.3% | -6.6% |
| 3M | -2.4% | -30.5% | +28.0% | +1.2% |
| 6M | -22.3% | -20.7% | -1.6% | -20.7% |
| YTD | -37.2% | -25.7% | -11.5% | -35.6% |
| 1Y | -53.0% | -38.6% | -14.4% | -51.1% |
| 3Y | -20.0% | -62.3% | +42.2% | -12.1% |
| All | -20.0% | -62.3% | +42.3% | -12.1% |
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 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