+115.6%
CRBG vs NIO
-82.5%
+198.1%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.1% | -1.6% | +1.2% |
| 7D | +0.6% | -2.9% | +3.5% | +0.8% |
| 30D | +2.6% | -18.7% | +21.4% | +4.5% |
| 3M | +24.0% | -29.4% | +53.4% | +27.7% |
| 6M | +50.5% | -32.5% | +83.1% | +55.0% |
| YTD | +17.1% | -27.6% | +44.8% | +19.5% |
| 1Y | +5.9% | -39.2% | +45.1% | +9.1% |
| 3Y | +122.7% | -64.3% | +187.0% | +134.1% |
| All | +115.6% | -82.5% | +198.1% | +171.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling