-53.8%
NIO vs CNI
+71.3%
-125.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.2% | -6.0% | -6.0% |
| 7D | -4.7% | +1.0% | -5.7% | -5.5% |
| 30D | -14.3% | +7.5% | -21.8% | -19.1% |
| 3M | -32.8% | +1.7% | -34.5% | -33.9% |
| 6M | -49.8% | +15.4% | -65.3% | -55.6% |
| YTD | -40.2% | +31.5% | -71.7% | -53.1% |
| 1Y | -52.7% | +32.8% | -85.5% | -63.3% |
| 3Y | -57.9% | +21.7% | -79.5% | -65.2% |
| 5Y | -92.9% | +8.7% | -101.5% | -93.4% |
| All | -53.8% | +71.3% | -125.1% | -70.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling