+5.6%
CVS vs NIO
-54.1%
+59.7%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +3.4% | -16.0% | -12.6% |
| 7D | -11.1% | -0.6% | -10.5% | -11.0% |
| 30D | -7.4% | -3.5% | -3.9% | -7.3% |
| 3M | -22.9% | -30.7% | +7.8% | -21.4% |
| 6M | -1.2% | -45.6% | +44.4% | +2.6% |
| YTD | +3.9% | -35.3% | +39.1% | +6.8% |
| 1Y | +5.6% | -53.9% | +59.5% | +20.2% |
| All | +5.6% | -54.1% | +59.7% | +20.2% |
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