+11.7%
CRCL vs NIO
+0.8%
+10.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.4% | -0.9% | -2.8% |
| 7D | +4.9% | -4.1% | +9.1% | +5.9% |
| 30D | +38.7% | -23.2% | +61.9% | +46.8% |
| 3M | +14.7% | -29.9% | +44.6% | +23.7% |
| 6M | -16.9% | -25.1% | +8.2% | -10.2% |
| YTD | +17.3% | -27.5% | +44.7% | +26.7% |
| 1Y | -21.2% | -41.1% | +19.9% | -10.2% |
| All | +11.7% | +0.8% | +10.9% | +111.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling