+105.9%
CSCO vs NIO
-92.9%
+198.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.9% | +7.1% | +1.6% |
| 7D | +6.6% | -4.7% | +11.3% | +6.9% |
| 30D | -11.3% | -14.3% | +3.0% | -10.4% |
| 3M | -17.3% | -32.8% | +15.5% | -15.2% |
| 6M | +3.5% | -49.8% | +53.4% | +8.1% |
| YTD | +34.9% | -40.2% | +75.1% | +38.7% |
| 1Y | +40.5% | -52.7% | +93.2% | +46.5% |
| 3Y | +109.3% | -57.9% | +167.1% | +113.9% |
| 5Y | +105.9% | -92.9% | +198.7% | +133.2% |
| All | +105.9% | -92.9% | +198.7% | +133.2% |
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