+43.6%
CVS vs NIO
-43.2%
+86.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +1.7% |
| 7D | -3.7% | +6.9% | -10.6% | -3.8% |
| 30D | -0.3% | -4.7% | +4.4% | -0.3% |
| 3M | -10.3% | -28.1% | +17.8% | -9.8% |
| 6M | -4.6% | -41.7% | +37.1% | -3.8% |
| YTD | +10.7% | -33.1% | +43.9% | +11.3% |
| 1Y | +11.2% | -50.3% | +61.5% | +12.2% |
| 3Y | +43.0% | -54.4% | +97.4% | +43.6% |
| 5Y | +8.6% | -91.6% | +100.2% | +10.6% |
| All | +43.6% | -43.2% | +86.7% | +40.0% |
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 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