-43.9%
NIO vs CHD
+77.9%
-121.8%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.4% | -1.0% | -2.5% |
| 7D | -4.1% | -4.2% | 0.0% | -4.5% |
| 30D | -23.2% | -7.6% | -15.7% | -23.7% |
| 3M | -29.9% | -1.6% | -28.3% | -30.0% |
| 6M | -25.1% | -6.3% | -18.8% | -25.3% |
| YTD | -27.5% | +14.6% | -42.0% | -26.6% |
| 1Y | -41.1% | +1.6% | -42.7% | -40.9% |
| 3Y | -63.1% | +3.1% | -66.3% | -62.9% |
| 5Y | -90.4% | +21.1% | -111.4% | -90.2% |
| All | -43.9% | +77.9% | -121.8% | -48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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