-64.8%
NIO vs CPB
-40.0%
-24.8%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.4% | +1.8% | -1.6% |
| 7D | -13.0% | -8.6% | -4.5% | -13.1% |
| 30D | -18.3% | -7.2% | -11.0% | -18.3% |
| 3M | -33.2% | +0.9% | -34.1% | -33.3% |
| 6M | -21.5% | -11.8% | -9.7% | -21.0% |
| YTD | -25.5% | -19.4% | -6.1% | -24.4% |
| 1Y | -38.0% | -30.4% | -7.6% | -36.4% |
| All | -64.8% | -40.0% | -24.8% | -65.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling