+47.6%
CVS vs NIO
-60.1%
+107.7%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.9% | +4.4% | -0.5% |
| 7D | +6.6% | -14.5% | +21.0% | +6.7% |
| 30D | -0.4% | -15.0% | +14.5% | -0.3% |
| 3M | -5.3% | -35.6% | +30.3% | -4.9% |
| 6M | -7.7% | -55.7% | +47.9% | -6.8% |
| YTD | +16.0% | -43.1% | +59.2% | +16.8% |
| 1Y | +16.2% | -53.5% | +69.7% | +17.0% |
| 3Y | +47.6% | -59.8% | +107.4% | +48.6% |
| All | +47.6% | -60.1% | +107.7% | +48.6% |
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