-28.9%
CSGP vs NIO
-36.7%
+7.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.6% | -0.9% | -2.3% |
| 7D | -4.1% | -13.0% | +9.0% | -2.9% |
| 30D | +2.3% | -18.3% | +20.6% | +4.0% |
| 3M | -8.2% | -33.2% | +25.0% | -5.1% |
| 6M | -35.1% | -21.5% | -13.6% | -34.2% |
| YTD | -54.0% | -25.5% | -28.5% | -53.3% |
| 1Y | -65.3% | -38.0% | -27.3% | -64.4% |
| 3Y | -62.6% | -65.5% | +2.9% | -61.0% |
| 5Y | -64.8% | -90.6% | +25.8% | -61.2% |
| All | -28.9% | -36.7% | +7.7% | -33.9% |
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 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