-53.5%
NIO vs CAPR
+63.5%
-117.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -6.9% | +2.0% | -5.0% |
| 7D | -14.5% | +5.9% | -20.3% | -14.4% |
| 30D | -15.0% | +44.6% | -59.6% | -14.6% |
| 3M | -35.6% | +126.4% | -161.9% | -34.7% |
| 6M | -55.7% | -68.6% | +12.9% | -55.8% |
| YTD | -43.1% | -67.0% | +23.8% | -43.3% |
| 1Y | -53.5% | +65.2% | -118.7% | -51.3% |
| All | -53.5% | +63.5% | -117.0% | -51.3% |
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