+87.2%
CTVA vs NIO
-56.4%
+143.6%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.6% | +1.2% | +1.7% |
| 7D | +1.6% | +6.9% | -5.3% | +1.2% |
| 30D | -8.5% | -4.7% | -3.8% | -8.3% |
| 3M | +5.3% | -28.1% | +33.3% | +7.3% |
| 6M | -0.1% | -41.7% | +41.6% | +3.1% |
| YTD | +21.2% | -33.1% | +54.4% | +23.3% |
| 1Y | +27.0% | -50.3% | +77.3% | +32.1% |
| 3Y | +87.2% | -54.4% | +141.6% | +92.0% |
| All | +87.2% | -56.4% | +143.6% | +92.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling