-48.6%
NIO vs CPB
-22.8%
-25.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.3% | +7.2% | +6.0% |
| 7D | +5.6% | +8.0% | -2.4% | +5.5% |
| 30D | -4.2% | +22.4% | -26.6% | -4.5% |
| 3M | -26.3% | +2.5% | -28.8% | -26.3% |
| 6M | -42.5% | +12.2% | -54.8% | -42.7% |
| YTD | -33.5% | -12.8% | -20.7% | -33.1% |
| 1Y | -52.7% | -19.2% | -33.5% | -52.2% |
| 3Y | -57.5% | -35.6% | -21.9% | -56.9% |
| 5Y | -92.0% | -31.4% | -60.6% | -92.0% |
| All | -48.6% | -22.8% | -25.9% | -44.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling