+402.2%
COR vs NIO
-36.7%
+438.9%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.3% | -1.8% |
| 7D | +2.8% | -13.0% | +15.8% | +3.0% |
| 30D | +4.5% | -18.3% | +22.8% | +4.9% |
| 3M | +22.7% | -33.2% | +55.9% | +23.5% |
| 6M | -9.7% | -21.5% | +11.8% | -9.5% |
| YTD | -1.4% | -25.5% | +24.1% | -1.1% |
| 1Y | +13.9% | -38.0% | +51.9% | +14.5% |
| 3Y | +94.0% | -65.5% | +159.4% | +96.5% |
| 5Y | +184.0% | -90.6% | +274.6% | +194.5% |
| All | +402.2% | -36.7% | +438.9% | +367.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling