-38.0%
NIO vs CPB
-32.6%
-5.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.4% | +1.8% | -2.1% |
| 7D | -13.0% | -8.6% | -4.5% | -14.4% |
| 30D | -18.3% | -7.2% | -11.0% | -19.3% |
| 3M | -33.2% | +0.9% | -34.1% | -32.9% |
| 6M | -21.5% | -11.8% | -9.7% | -22.0% |
| YTD | -25.5% | -19.4% | -6.1% | -26.0% |
| 1Y | -38.0% | -30.4% | -7.6% | -39.8% |
| All | -38.0% | -32.6% | -5.4% | -39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 1y: compounded portfolio wealth divided by compounded CPB 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…
1y analysis · Full analysis span regression · 6 months rolling