-61.5%
CSGP vs NIO
-92.6%
+31.1%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.0% | +1.4% | -1.3% |
| 7D | +13.9% | -3.6% | +17.5% | +14.3% |
| 30D | +16.0% | -8.0% | +24.0% | +17.0% |
| 3M | +6.1% | -31.2% | +37.3% | +10.5% |
| 6M | -8.2% | -45.8% | +37.6% | -2.2% |
| YTD | -52.3% | -37.3% | -15.1% | -50.5% |
| 1Y | -54.5% | -56.1% | +1.6% | -50.6% |
| 3Y | -58.6% | -61.1% | +2.5% | -56.7% |
| 5Y | -61.5% | -92.4% | +30.9% | -55.0% |
| All | -61.5% | -92.6% | +31.1% | -55.0% |
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 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