-69.0%
CPNG vs NIO
-91.4%
+22.5%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.1% | -1.0% |
| 7D | -7.4% | -13.0% | +5.6% | -4.1% |
| 30D | -4.4% | -18.3% | +13.8% | +0.5% |
| 3M | -7.5% | -33.2% | +25.7% | +2.3% |
| 6M | -19.9% | -21.5% | +1.5% | -16.3% |
| YTD | -35.2% | -25.5% | -9.7% | -31.8% |
| 1Y | -46.8% | -38.0% | -8.8% | -41.9% |
| 3Y | -20.2% | -65.5% | +45.3% | -6.5% |
| 5Y | -48.4% | -90.6% | +42.2% | -20.1% |
| All | -69.0% | -91.4% | +22.5% | -54.7% |
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 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