+322.1%
CORZ vs NIO
-55.4%
+377.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.9% | +5.9% | +2.0% |
| 7D | +23.5% | -14.5% | +37.9% | +27.2% |
| 30D | +7.5% | -15.0% | +22.4% | +11.0% |
| 3M | -26.6% | -35.6% | +9.0% | -20.1% |
| 6M | -39.5% | -55.7% | +16.2% | -29.8% |
| YTD | -0.3% | -43.1% | +42.9% | +10.1% |
| 1Y | -4.2% | -53.5% | +49.3% | +9.0% |
| All | +322.1% | -55.4% | +377.5% | +360.5% |
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