+8.5%
CRCL vs NIO
-2.5%
+11.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.2% | +0.4% | -2.1% |
| 7D | -12.5% | -7.3% | -5.3% | -11.0% |
| 30D | +26.9% | -22.5% | +49.4% | +34.2% |
| 3M | +14.4% | -30.9% | +45.3% | +23.9% |
| 6M | -23.5% | -37.2% | +13.7% | -15.2% |
| YTD | +13.9% | -29.8% | +43.7% | +24.0% |
| 1Y | -20.6% | -37.4% | +16.9% | -7.2% |
| All | +8.5% | -2.5% | +11.0% | +106.8% |
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