+246.6%
CRH vs NIO
-38.3%
+285.0%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.4% | +1.0% | -1.2% |
| 7D | -3.6% | -4.1% | +0.6% | -3.2% |
| 30D | -10.8% | -23.2% | +12.4% | -8.8% |
| 3M | -13.5% | -29.9% | +16.4% | -10.9% |
| 6M | -15.4% | -25.1% | +9.7% | -13.8% |
| YTD | -27.6% | -27.5% | -0.2% | -26.1% |
| 1Y | -18.4% | -41.1% | +22.7% | -15.6% |
| 3Y | +72.5% | -63.1% | +135.7% | +79.1% |
| 5Y | +99.2% | -90.4% | +189.5% | +119.3% |
| All | +246.6% | -38.3% | +285.0% | +212.8% |
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 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