-32.2%
CRCL vs NIO
-36.7%
+4.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.1% | -2.8% | -0.8% |
| 7D | -11.2% | -2.9% | -8.3% | -10.2% |
| 30D | +27.1% | -18.7% | +45.8% | +37.0% |
| 3M | +9.6% | -29.4% | +39.1% | +24.2% |
| 6M | -19.7% | -32.5% | +12.9% | -7.4% |
| YTD | +14.2% | -27.6% | +41.9% | +28.1% |
| 1Y | -32.2% | -39.2% | +7.0% | -10.9% |
| All | -32.2% | -36.7% | +4.5% | -10.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling