+848.2%
CLS vs NIO
-55.4%
+903.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -1.2% | +9.7% | +8.7% |
| 7D | +2.8% | -1.8% | +4.6% | +3.1% |
| 30D | -30.1% | -6.6% | -23.5% | -29.1% |
| 3M | -21.7% | -29.9% | +8.1% | -16.5% |
| 6M | -36.2% | -46.6% | +10.4% | -28.7% |
| YTD | -17.8% | -36.5% | +18.6% | -11.1% |
| 1Y | -26.8% | -51.1% | +24.3% | -17.9% |
| All | +848.2% | -55.4% | +903.6% | +932.6% |
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