-41.3%
CORZ vs NIO
-54.1%
+12.8%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | +3.4% | -13.8% | -11.6% |
| 7D | -14.9% | -0.6% | -14.3% | -14.8% |
| 30D | -23.1% | -3.5% | -19.6% | -22.0% |
| 3M | -44.1% | -30.7% | -13.4% | -37.2% |
| 6M | -39.5% | -45.6% | +6.1% | -27.2% |
| YTD | -12.4% | -35.3% | +22.9% | -0.6% |
| 1Y | -41.3% | -53.9% | +12.6% | -24.9% |
| All | -41.3% | -54.1% | +12.8% | -24.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling