-5.7%
CPRT vs NIO
-90.7%
+85.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.0% | +0.5% |
| 7D | +2.2% | -13.0% | +15.3% | +3.4% |
| 30D | +16.6% | -18.3% | +34.9% | +18.5% |
| 3M | +9.6% | -33.2% | +42.8% | +13.0% |
| 6M | -11.1% | -21.5% | +10.4% | -10.1% |
| YTD | -13.9% | -25.5% | +11.6% | -12.7% |
| 1Y | -32.5% | -38.0% | +5.5% | -30.8% |
| 3Y | -25.0% | -65.5% | +40.4% | -20.7% |
| All | -5.7% | -90.7% | +85.0% | +5.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling