+71.6%
CRH vs NIO
-64.5%
+136.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.1% | -2.1% | +0.8% |
| 7D | -6.1% | -2.9% | -3.2% | -5.8% |
| 30D | -9.3% | -18.7% | +9.5% | -7.7% |
| 3M | -15.2% | -29.4% | +14.3% | -12.8% |
| 6M | -14.2% | -32.5% | +18.3% | -11.8% |
| YTD | -28.3% | -27.6% | -0.6% | -26.8% |
| 1Y | -21.8% | -39.2% | +17.4% | -19.4% |
| 3Y | +71.6% | -64.3% | +135.9% | +76.3% |
| All | +71.6% | -64.5% | +136.1% | +76.3% |
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