-90.4%
NIO vs CNI
+10.3%
-100.7%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.6% | -1.7% |
| 7D | -4.1% | +0.9% | -5.0% | -4.9% |
| 30D | -23.2% | -2.1% | -21.1% | -21.8% |
| 3M | -29.9% | +1.8% | -31.7% | -31.6% |
| 6M | -25.1% | +14.8% | -39.9% | -35.4% |
| YTD | -27.5% | +25.4% | -52.8% | -43.0% |
| 1Y | -41.1% | +32.9% | -74.0% | -56.5% |
| 3Y | -63.1% | +20.2% | -83.3% | -70.6% |
| 5Y | -90.4% | +12.2% | -102.5% | -91.7% |
| All | -90.4% | +10.3% | -100.7% | -91.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling