+1,494.4%
CRS vs NIO
-90.3%
+1,584.7%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.6% | +3.2% | +1.9% |
| 7D | -0.2% | -13.0% | +12.8% | +2.0% |
| 30D | -16.6% | -18.3% | +1.6% | -13.9% |
| 3M | -3.5% | -33.2% | +29.7% | +2.8% |
| 6M | +15.4% | -21.5% | +36.9% | +19.0% |
| YTD | +51.2% | -25.5% | +76.7% | +56.8% |
| 1Y | +98.3% | -38.0% | +136.3% | +109.6% |
| 3Y | +651.5% | -65.5% | +717.0% | +723.4% |
| All | +1,494.4% | -90.3% | +1,584.7% | +1,915.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling