+1,369.7%
CRWD vs NIO
+45.0%
+1,324.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.6% |
| 7D | -2.4% | -13.0% | +10.6% | -0.4% |
| 30D | +1.5% | -18.3% | +19.8% | +4.5% |
| 3M | +18.5% | -33.2% | +51.8% | +25.6% |
| 6M | +109.1% | -21.5% | +130.6% | +114.5% |
| YTD | +81.8% | -25.5% | +107.3% | +87.2% |
| 1Y | +106.7% | -38.0% | +144.7% | +117.3% |
| 3Y | +428.7% | -65.5% | +494.1% | +470.6% |
| 5Y | +206.4% | -90.6% | +297.0% | +276.8% |
| All | +1,369.7% | +45.0% | +1,324.6% | +1,263.5% |
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