-11.1%
AXP vs NIO
-55.0%
+43.9%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.9% | +5.7% | +1.0% |
| 7D | -0.1% | -14.5% | +14.3% | +0.4% |
| 30D | +4.4% | -15.0% | +19.4% | +5.0% |
| 3M | -6.4% | -35.6% | +29.1% | -5.1% |
| 6M | +4.2% | -55.7% | +59.8% | +6.8% |
| YTD | -12.4% | -43.1% | +30.8% | -11.4% |
| 1Y | -11.1% | -53.5% | +42.4% | -8.2% |
| All | -11.1% | -55.0% | +43.9% | -8.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling