+61.8%
CVS vs NIO
-36.7%
+98.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | -0.4% |
| 7D | +4.0% | -13.0% | +17.0% | +4.2% |
| 30D | -2.4% | -18.3% | +15.9% | -2.1% |
| 3M | +2.7% | -33.2% | +35.9% | +3.3% |
| 6M | +21.9% | -21.5% | +43.4% | +22.2% |
| YTD | +24.7% | -25.5% | +50.2% | +25.2% |
| 1Y | +35.4% | -38.0% | +73.5% | +36.2% |
| 3Y | +65.2% | -65.5% | +130.6% | +66.5% |
| 5Y | +30.5% | -90.6% | +121.1% | +32.7% |
| All | +61.8% | -36.7% | +98.4% | +57.5% |
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