+74.5%
CSX vs NIO
-62.1%
+136.6%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.0% | +0.7% | -2.2% |
| 7D | -2.7% | -3.6% | +0.9% | -2.6% |
| 30D | +7.0% | -8.0% | +15.1% | +7.3% |
| 3M | -0.3% | -31.2% | +30.9% | +1.0% |
| 6M | +13.5% | -45.8% | +59.3% | +15.9% |
| YTD | +41.5% | -37.3% | +78.8% | +43.3% |
| 1Y | +45.8% | -56.1% | +101.9% | +49.4% |
| All | +74.5% | -62.1% | +136.6% | +78.5% |
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