-51.1%
NIO vs CASY
+31.3%
-82.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.9% | -4.7% | -3.9% |
| 7D | +2.8% | +5.0% | -2.2% | +2.5% |
| 30D | -8.4% | +8.2% | -16.6% | -9.0% |
| 3M | -32.0% | -18.2% | -13.8% | -31.1% |
| 6M | -43.9% | -18.6% | -25.3% | -41.6% |
| YTD | -35.7% | +26.8% | -62.5% | -38.8% |
| 1Y | -51.1% | +31.6% | -82.7% | -53.6% |
| All | -51.1% | +31.3% | -82.4% | -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