-18.7%
CPRT vs NIO
-93.2%
+74.5%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.9% | +4.4% | -0.1% |
| 7D | -0.4% | -14.5% | +14.1% | +0.9% |
| 30D | +21.2% | -15.0% | +36.1% | +22.7% |
| 3M | +8.3% | -35.6% | +43.9% | +12.0% |
| 6M | -3.4% | -55.7% | +52.3% | +2.8% |
| YTD | -18.7% | -43.1% | +24.4% | -15.9% |
| 1Y | -23.5% | -53.5% | +30.0% | -19.5% |
| 3Y | -34.2% | -59.8% | +25.7% | -32.6% |
| All | -18.7% | -93.2% | +74.5% | -9.8% |
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