+45.9%
CSCO vs NIO
-54.1%
+100.0%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.4% | -2.8% | +0.2% |
| 7D | -6.1% | -0.6% | -5.5% | -6.0% |
| 30D | -8.2% | -3.5% | -4.7% | -7.8% |
| 3M | -14.6% | -30.7% | +16.1% | -11.8% |
| 6M | +12.7% | -45.6% | +58.3% | +18.2% |
| YTD | +37.0% | -35.3% | +72.3% | +40.0% |
| 1Y | +45.9% | -53.9% | +99.8% | +53.4% |
| All | +45.9% | -54.1% | +100.0% | +53.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling