+32.0%
CTVA vs NIO
-54.1%
+86.1%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.4% | -0.2% | +3.2% |
| 7D | +8.2% | -0.6% | +8.8% | +8.2% |
| 30D | -1.0% | -3.5% | +2.5% | -1.1% |
| 3M | +4.6% | -30.7% | +35.2% | +3.9% |
| 6M | +0.5% | -45.6% | +46.1% | -0.2% |
| YTD | +22.7% | -35.3% | +58.0% | +23.5% |
| 1Y | +32.0% | -53.9% | +85.9% | +40.3% |
| All | +32.0% | -54.1% | +86.1% | +40.3% |
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