-30.3%
CSGP vs NIO
-45.3%
+15.1%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.8% | +0.9% | -2.6% |
| 7D | -3.2% | +2.8% | -6.0% | -3.4% |
| 30D | +2.2% | -8.4% | +10.6% | +2.9% |
| 3M | -3.7% | -32.0% | +28.3% | -0.6% |
| 6M | -7.4% | -43.9% | +36.5% | -3.2% |
| YTD | -54.9% | -35.7% | -19.2% | -53.7% |
| 1Y | -54.9% | -51.1% | -3.8% | -52.6% |
| 3Y | -61.9% | -54.7% | -7.2% | -61.2% |
| 5Y | -63.1% | -91.7% | +28.6% | -58.9% |
| All | -30.3% | -45.3% | +15.1% | -34.4% |
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 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