+69.4%
CVE vs NIO
-56.1%
+125.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.0% | +0.3% | -2.8% |
| 7D | -14.1% | -3.6% | -10.5% | -14.0% |
| 30D | -11.6% | -8.0% | -3.6% | -11.6% |
| 3M | 0.0% | -31.2% | +31.2% | +0.6% |
| 6M | -8.4% | -45.8% | +37.4% | -7.8% |
| YTD | +65.9% | -37.3% | +103.2% | +66.5% |
| 1Y | +69.4% | -56.1% | +125.5% | +72.2% |
| All | +69.4% | -56.1% | +125.5% | +72.2% |
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