-4.5%
CRS vs NIO
-54.1%
+49.6%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.4% | -5.0% | -2.2% |
| 7D | +4.3% | -0.6% | +4.9% | +4.5% |
| 30D | -25.5% | -3.5% | -22.0% | -25.0% |
| 3M | -48.7% | -30.7% | -18.0% | -45.1% |
| 6M | -31.6% | -45.6% | +14.0% | -23.5% |
| YTD | -7.0% | -35.3% | +28.3% | -0.7% |
| 1Y | -4.5% | -53.9% | +49.4% | +12.4% |
| All | -4.5% | -54.1% | +49.6% | +12.4% |
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