+54.1%
CSX vs NIO
-92.0%
+146.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.8% | +5.0% | +1.4% |
| 7D | +0.7% | +2.8% | -2.1% | +0.5% |
| 30D | +8.1% | -8.4% | +16.5% | +8.6% |
| 3M | +2.2% | -32.0% | +34.1% | +4.4% |
| 6M | +14.6% | -43.9% | +58.5% | +18.3% |
| YTD | +42.2% | -35.7% | +77.9% | +45.0% |
| 1Y | +47.3% | -51.1% | +98.4% | +52.7% |
| 3Y | +73.5% | -54.7% | +128.2% | +75.8% |
| 5Y | +54.1% | -91.7% | +145.8% | +59.9% |
| All | +54.1% | -92.0% | +146.1% | +59.9% |
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