+1.4%
CRM vs NIO
-36.7%
+38.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.1% | -1.1% | +1.9% |
| 7D | -4.4% | -2.9% | -1.5% | -4.4% |
| 30D | +28.1% | -18.7% | +46.9% | +28.3% |
| 3M | +48.8% | -29.4% | +78.3% | +48.7% |
| 6M | +28.3% | -32.5% | +60.8% | +28.1% |
| YTD | -6.0% | -27.6% | +21.6% | -5.2% |
| 1Y | +1.4% | -39.2% | +40.6% | +7.1% |
| All | +1.4% | -36.7% | +38.1% | +7.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling