-62.8%
CSGP vs NIO
-64.6%
+1.8%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.6% | -0.9% | -2.3% |
| 7D | -4.1% | -13.0% | +9.0% | -3.2% |
| 30D | +2.3% | -18.3% | +20.6% | +3.6% |
| 3M | -8.2% | -33.2% | +25.0% | -5.9% |
| 6M | -35.1% | -21.5% | -13.6% | -34.5% |
| YTD | -54.0% | -25.5% | -28.5% | -53.5% |
| 1Y | -65.3% | -38.0% | -27.3% | -64.5% |
| All | -62.8% | -64.6% | +1.8% | -62.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling