-56.1%
NIO vs CPAY
+112.7%
-168.7%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.4% | -6.3% | -5.6% |
| 7D | -14.5% | +1.6% | -16.0% | -15.1% |
| 30D | -15.0% | +17.6% | -32.6% | -21.8% |
| 3M | -35.6% | +8.7% | -44.3% | -38.5% |
| 6M | -55.7% | +39.5% | -95.2% | -63.1% |
| YTD | -43.1% | +53.6% | -96.7% | -56.0% |
| 1Y | -53.5% | +63.3% | -116.8% | -65.3% |
| 3Y | -59.8% | +101.7% | -161.6% | -75.4% |
| 5Y | -93.2% | +91.4% | -184.6% | -95.7% |
| All | -56.1% | +112.7% | -168.7% | -73.0% |
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