+21.7%
CTAS vs NIO
-51.1%
+72.8%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.4% |
| 7D | -0.7% | +6.9% | -7.6% | -0.6% |
| 30D | +10.3% | -4.7% | +15.0% | +10.2% |
| 3M | +10.2% | -28.1% | +38.2% | +9.6% |
| 6M | +34.4% | -41.7% | +76.1% | +33.4% |
| YTD | +19.6% | -33.1% | +52.7% | +19.5% |
| All | +21.7% | -51.1% | +72.8% | +20.5% |
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