-65.9%
AAL vs NIO
-36.7%
-29.3%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.6% | +2.8% | +1.5% |
| 7D | -3.7% | -13.0% | +9.3% | -1.7% |
| 30D | -20.8% | -18.3% | -2.5% | -18.4% |
| 3M | -1.3% | -33.2% | +31.9% | +4.6% |
| 6M | +5.4% | -21.5% | +26.9% | +7.9% |
| YTD | -14.4% | -25.5% | +11.1% | -11.8% |
| 1Y | +2.1% | -38.0% | +40.1% | +7.1% |
| 3Y | -10.6% | -65.5% | +54.9% | -3.4% |
| 5Y | -32.2% | -90.6% | +58.4% | -17.5% |
| All | -65.9% | -36.7% | -29.3% | -71.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling