+8.9%
CRCL vs NIO
+0.5%
+8.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.1% | -2.8% | -0.4% |
| 7D | -11.2% | -2.9% | -8.3% | -10.6% |
| 30D | +27.1% | -18.7% | +45.8% | +33.0% |
| 3M | +9.6% | -29.4% | +39.1% | +18.1% |
| 6M | -19.7% | -32.5% | +12.9% | -12.1% |
| YTD | +14.2% | -27.6% | +41.9% | +23.5% |
| 1Y | -32.2% | -39.2% | +7.0% | -21.9% |
| All | +8.9% | +0.5% | +8.3% | +106.0% |
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 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