-0.1%
CTAS vs NIO
-37.4%
+37.2%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | 0.0% | -6.7% | +6.6% | -0.1% |
| 30D | -1.0% | -20.0% | +19.0% | -1.1% |
| 3M | +15.8% | -30.5% | +46.2% | +15.6% |
| 6M | -1.0% | -20.7% | +19.7% | -1.1% |
| YTD | +7.4% | -25.7% | +33.1% | +7.4% |
| 1Y | -0.1% | -38.6% | +38.4% | +1.2% |
| All | -0.1% | -37.4% | +37.2% | +1.2% |
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