-4.2%
CORZ vs NIO
-55.0%
+50.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.9% | +5.9% | +2.6% |
| 7D | +23.5% | -14.5% | +37.9% | +29.7% |
| 30D | +7.5% | -15.0% | +22.4% | +13.3% |
| 3M | -26.6% | -35.6% | +9.0% | -16.2% |
| 6M | -39.5% | -55.7% | +16.2% | -24.1% |
| YTD | -0.3% | -43.1% | +42.9% | +17.3% |
| 1Y | -4.2% | -53.5% | +49.3% | +20.0% |
| All | -4.2% | -55.0% | +50.7% | +20.0% |
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