+81.2%
CHRW vs NIO
-55.4%
+136.6%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.2% | +4.9% | +3.8% |
| 7D | -0.1% | -1.8% | +1.8% | 0.0% |
| 30D | -4.3% | -6.6% | +2.3% | -3.9% |
| 3M | -7.4% | -29.9% | +22.5% | -5.5% |
| 6M | -20.7% | -46.6% | +25.9% | -17.8% |
| YTD | -15.9% | -36.5% | +20.6% | -14.1% |
| 1Y | -9.9% | -51.1% | +41.2% | -6.2% |
| All | +81.2% | -55.4% | +136.6% | +82.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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