-90.4%
NIO vs CPAY
+54.3%
-144.7%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.1% | -2.2% |
| 7D | -4.1% | -2.5% | -1.7% | -2.9% |
| 30D | -23.2% | +1.3% | -24.5% | -24.0% |
| 3M | -29.9% | +13.5% | -43.4% | -35.2% |
| 6M | -25.1% | +24.7% | -49.8% | -35.1% |
| YTD | -27.5% | +34.9% | -62.4% | -41.1% |
| 1Y | -41.1% | +29.7% | -70.8% | -51.4% |
| 3Y | -63.1% | +49.4% | -112.5% | -75.6% |
| 5Y | -90.4% | +53.5% | -143.9% | -94.0% |
| All | -90.4% | +54.3% | -144.7% | -94.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling