+732.7%
CLS vs NIO
-59.9%
+792.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.9% | -5.4% | -0.6% |
| 7D | -22.2% | +5.6% | -27.8% | -23.0% |
| 30D | -44.4% | -4.2% | -40.1% | -43.8% |
| 3M | -34.3% | -26.3% | -8.0% | -30.5% |
| 6M | -50.1% | -42.5% | -7.5% | -44.9% |
| YTD | -30.1% | -33.5% | +3.4% | -25.0% |
| 1Y | -39.3% | -52.7% | +13.3% | -32.0% |
| 3Y | +732.7% | -57.5% | +790.2% | +809.7% |
| All | +732.7% | -59.9% | +792.6% | +809.7% |
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