+86.8%
CHRW vs NIO
-90.7%
+177.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.6% | +2.6% | +1.2% |
| 7D | -1.4% | -13.0% | +11.6% | -0.4% |
| 30D | -3.5% | -18.3% | +14.8% | -2.0% |
| 3M | -19.4% | -33.2% | +13.8% | -17.0% |
| 6M | -21.4% | -21.5% | +0.1% | -20.4% |
| YTD | -7.1% | -25.5% | +18.4% | -5.8% |
| 1Y | +17.8% | -38.0% | +55.8% | +20.8% |
| 3Y | +78.8% | -65.5% | +144.2% | +86.1% |
| All | +86.8% | -90.7% | +177.5% | +96.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling