-44.1%
NIO vs CPAY
+87.8%
-131.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.1% | +3.1% | +3.1% |
| 7D | -2.9% | -2.0% | -0.9% | -2.0% |
| 30D | -18.7% | -0.4% | -18.4% | -18.8% |
| 3M | -29.4% | +16.4% | -45.8% | -35.2% |
| 6M | -32.5% | +23.5% | -56.1% | -40.6% |
| YTD | -27.6% | +35.7% | -63.3% | -40.2% |
| 1Y | -39.2% | +30.2% | -69.4% | -49.1% |
| 3Y | -64.3% | +49.7% | -114.0% | -74.0% |
| 5Y | -90.3% | +56.6% | -146.8% | -93.2% |
| All | -44.1% | +87.8% | -131.9% | -63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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