-53.5%
NIO vs CPB
-22.0%
-31.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +3.2% | -8.1% | -4.6% |
| 7D | -14.5% | -1.6% | -12.9% | -14.6% |
| 30D | -15.0% | +19.2% | -34.2% | -13.2% |
| 3M | -35.6% | -0.9% | -34.6% | -35.6% |
| 6M | -55.7% | +15.2% | -70.9% | -55.0% |
| YTD | -43.1% | -13.1% | -30.1% | -40.6% |
| 1Y | -53.5% | -22.4% | -31.1% | -50.9% |
| All | -53.5% | -22.0% | -31.5% | -50.9% |
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