-45.3%
CPNG vs NIO
-92.0%
+46.7%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.8% | +3.3% | +0.4% |
| 7D | +7.2% | +2.8% | +4.4% | +6.5% |
| 30D | +3.2% | -8.4% | +11.6% | +5.6% |
| 3M | +0.9% | -32.0% | +32.8% | +10.9% |
| 6M | -3.8% | -43.9% | +40.1% | +10.4% |
| YTD | -30.8% | -35.7% | +4.9% | -24.5% |
| 1Y | -43.5% | -51.1% | +7.6% | -34.0% |
| 3Y | +6.6% | -54.7% | +61.3% | +12.4% |
| 5Y | -45.3% | -91.7% | +46.4% | -23.6% |
| All | -45.3% | -92.0% | +46.7% | -23.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling