-45.8%
NIO vs CNI
+62.4%
-108.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.7% | -2.8% |
| 7D | -7.3% | -1.1% | -6.2% | -6.4% |
| 30D | -22.5% | -3.5% | -19.0% | -20.3% |
| 3M | -30.9% | +2.2% | -33.1% | -32.5% |
| 6M | -37.2% | +15.1% | -52.3% | -44.7% |
| YTD | -29.8% | +24.7% | -54.5% | -42.4% |
| 1Y | -37.4% | +33.4% | -70.8% | -51.6% |
| 3Y | -64.3% | +19.5% | -83.8% | -70.0% |
| 5Y | -90.6% | +12.6% | -103.1% | -91.4% |
| All | -45.8% | +62.4% | -108.2% | -63.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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