-52.7%
NIO vs CHD
+32.9%
-85.7%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.3% | -5.6% | -5.9% |
| 7D | -4.7% | +0.4% | -5.0% | -4.6% |
| 30D | -14.3% | +11.6% | -25.9% | -11.9% |
| 3M | -32.8% | +10.7% | -43.5% | -31.1% |
| 6M | -49.8% | +20.2% | -70.1% | -47.3% |
| YTD | -40.2% | +34.5% | -74.7% | -31.0% |
| 1Y | -52.7% | +32.6% | -85.3% | -45.9% |
| All | -52.7% | +32.9% | -85.7% | -45.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling