+51.1%
CSX vs NIO
-55.0%
+106.1%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.9% | +4.3% | -0.5% |
| 7D | +6.0% | -14.5% | +20.4% | +6.4% |
| 30D | +7.8% | -15.0% | +22.8% | +8.3% |
| 3M | +4.1% | -35.6% | +39.6% | +5.8% |
| 6M | +17.9% | -55.7% | +73.6% | +21.9% |
| YTD | +44.9% | -43.1% | +88.0% | +46.8% |
| 1Y | +51.1% | -53.5% | +104.7% | +55.4% |
| All | +51.1% | -55.0% | +106.1% | +55.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling