-43.9%
NIO vs CLBK
+50.4%
-94.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.3% | -1.1% | -2.0% |
| 7D | -4.1% | -1.5% | -2.7% | -3.8% |
| 30D | -23.2% | +6.7% | -29.9% | -24.7% |
| 3M | -29.9% | +21.2% | -51.1% | -33.8% |
| 6M | -25.1% | +42.0% | -67.1% | -32.6% |
| YTD | -27.5% | +63.3% | -90.7% | -37.7% |
| 1Y | -41.1% | +65.4% | -106.5% | -49.9% |
| 3Y | -63.1% | +52.5% | -115.6% | -68.8% |
| 5Y | -90.4% | +42.0% | -132.3% | -91.9% |
| All | -43.9% | +50.4% | -94.3% | -51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded CLBK 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling