-51.1%
NIO vs CASY
+34.1%
-85.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.5% | -1.4% |
| 7D | -1.8% | +5.8% | -7.6% | -2.2% |
| 30D | -6.6% | +10.7% | -17.3% | -7.4% |
| 3M | -29.9% | -13.9% | -16.0% | -29.3% |
| 6M | -46.6% | -18.4% | -28.2% | -44.2% |
| YTD | -36.5% | +29.6% | -66.1% | -39.8% |
| 1Y | -51.1% | +32.8% | -83.9% | -53.6% |
| All | -51.1% | +34.1% | -85.2% | -53.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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