-53.9%
NIO vs CAPR
+47.4%
-101.3%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +8.3% | -4.8% | +3.5% |
| 7D | -0.6% | +43.2% | -43.8% | -0.2% |
| 30D | -3.5% | +14.7% | -18.2% | -3.4% |
| 3M | -30.7% | +113.9% | -144.6% | -29.9% |
| 6M | -45.6% | -73.4% | +27.7% | -45.9% |
| YTD | -35.3% | -69.1% | +33.8% | -35.5% |
| 1Y | -53.9% | +47.2% | -101.1% | -52.4% |
| All | -53.9% | +47.4% | -101.3% | -52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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