+15.4%
CRS vs NIO
-18.5%
+33.9%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.6% | +3.2% | +2.0% |
| 7D | -0.2% | -13.0% | +12.8% | +2.4% |
| 30D | -16.6% | -18.3% | +1.6% | -13.4% |
| 3M | -3.5% | -33.2% | +29.7% | +4.1% |
| 6M | +15.4% | -21.5% | +36.9% | +17.3% |
| All | +15.4% | -18.5% | +33.9% | +17.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling