+22.6%
CRCL vs NIO
+3.5%
+19.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.4% | -0.8% |
| 7D | +17.1% | -13.0% | +30.2% | +20.7% |
| 30D | +61.3% | -18.3% | +79.5% | +68.3% |
| 3M | +12.7% | -33.2% | +45.9% | +22.9% |
| 6M | -3.1% | -21.5% | +18.4% | +3.9% |
| YTD | +28.7% | -25.5% | +54.2% | +38.2% |
| 1Y | -13.1% | -38.0% | +24.9% | -1.1% |
| All | +22.6% | +3.5% | +19.1% | +130.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling