+59.9%
CRM vs NIO
-38.3%
+98.2%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.4% | +0.4% | -1.8% |
| 7D | -5.0% | -4.1% | -0.8% | -4.6% |
| 30D | +23.6% | -23.2% | +46.9% | +26.9% |
| 3M | +39.6% | -29.9% | +69.5% | +44.5% |
| 6M | +23.4% | -25.1% | +48.5% | +26.1% |
| YTD | -7.4% | -27.5% | +20.1% | -5.4% |
| 1Y | -2.3% | -41.1% | +38.8% | +1.4% |
| 3Y | +10.5% | -63.1% | +73.7% | +15.2% |
| 5Y | -4.7% | -90.4% | +85.6% | +8.5% |
| All | +59.9% | -38.3% | +98.2% | +53.3% |
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 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