+1,225.8%
CLS vs NIO
-64.6%
+1,290.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +1.1% |
| 7D | +4.6% | -13.0% | +17.6% | +7.3% |
| 30D | -13.9% | -18.3% | +4.4% | -10.7% |
| 3M | -26.6% | -33.2% | +6.6% | -21.0% |
| 6M | +15.4% | -21.5% | +36.9% | +20.4% |
| YTD | +5.7% | -25.5% | +31.2% | +10.9% |
| 1Y | +41.1% | -38.0% | +79.1% | +52.2% |
| All | +1,225.8% | -64.6% | +1,290.3% | +1,374.2% |
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 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