+21.5%
CTAS vs NIO
-54.3%
+75.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.9% | -7.7% | -1.7% |
| 7D | +1.2% | +5.6% | -4.5% | +1.2% |
| 30D | +12.8% | -4.2% | +17.0% | +12.7% |
| 3M | +10.3% | -26.3% | +36.6% | +9.8% |
| 6M | +32.0% | -42.5% | +74.5% | +31.1% |
| YTD | +19.1% | -33.5% | +52.7% | +19.1% |
| 1Y | +21.5% | -52.7% | +74.1% | +21.2% |
| All | +21.5% | -54.3% | +75.7% | +21.2% |
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 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