+1,485.3%
CRWD vs NIO
+16.4%
+1,468.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.9% | +6.2% | +1.2% |
| 7D | +5.8% | -4.7% | +10.5% | +6.5% |
| 30D | -12.0% | -14.3% | +2.3% | -10.0% |
| 3M | +3.6% | -32.8% | +36.5% | +9.7% |
| 6M | +68.3% | -49.8% | +118.2% | +85.3% |
| YTD | +96.2% | -40.2% | +136.3% | +108.2% |
| 1Y | +68.4% | -52.7% | +121.2% | +84.9% |
| 3Y | +368.4% | -57.9% | +426.3% | +388.5% |
| 5Y | +223.4% | -92.9% | +316.3% | +314.5% |
| All | +1,485.3% | +16.4% | +1,468.9% | +1,417.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling