-61.3%
CSGP vs NIO
-92.3%
+31.0%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +3.4% | +0.6% | +3.6% |
| 7D | +18.3% | -0.6% | +18.9% | +18.3% |
| 30D | +17.8% | -3.5% | +21.3% | +18.1% |
| 3M | +9.3% | -30.7% | +39.9% | +13.7% |
| 6M | -7.9% | -45.6% | +37.7% | -1.9% |
| YTD | -51.5% | -35.3% | -16.3% | -49.9% |
| 1Y | -53.3% | -53.9% | +0.6% | -49.6% |
| 3Y | -57.9% | -59.9% | +2.0% | -56.1% |
| 5Y | -61.3% | -92.3% | +31.0% | -54.9% |
| All | -61.3% | -92.3% | +31.0% | -54.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling