+219.9%
CTVA vs NIO
-7.0%
+227.0%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.0% | -1.2% |
| 7D | -5.8% | -4.1% | -1.7% | -5.6% |
| 30D | +11.1% | -23.2% | +34.3% | +12.6% |
| 3M | +13.2% | -29.9% | +43.1% | +15.2% |
| 6M | +8.7% | -25.1% | +33.8% | +9.9% |
| YTD | +27.3% | -27.5% | +54.7% | +28.7% |
| 1Y | +18.0% | -41.1% | +59.1% | +20.3% |
| 3Y | +76.5% | -63.1% | +139.6% | +80.0% |
| 5Y | +105.1% | -90.4% | +195.5% | +116.4% |
| All | +219.9% | -7.0% | +227.0% | +227.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling