+231.7%
CTVA vs NIO
-4.5%
+236.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.8% |
| 7D | +4.9% | -13.0% | +18.0% | +5.7% |
| 30D | +11.9% | -18.3% | +30.2% | +13.1% |
| 3M | +13.7% | -33.2% | +46.9% | +16.0% |
| 6M | +13.1% | -21.5% | +34.6% | +14.0% |
| YTD | +32.0% | -25.5% | +57.4% | +33.3% |
| 1Y | +22.1% | -38.0% | +60.1% | +24.1% |
| 3Y | +77.5% | -65.5% | +142.9% | +81.5% |
| 5Y | +106.3% | -90.6% | +196.9% | +117.8% |
| All | +231.7% | -4.5% | +236.2% | +238.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling