+117.0%
AXP vs NIO
-90.7%
+207.7%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.4% | -1.0% |
| 7D | -2.1% | -13.0% | +10.9% | -0.7% |
| 30D | -6.5% | -18.3% | +11.7% | -4.7% |
| 3M | +4.6% | -33.2% | +37.9% | +8.8% |
| 6M | +5.4% | -21.5% | +26.9% | +7.1% |
| YTD | -11.1% | -25.5% | +14.4% | -9.4% |
| 1Y | -0.3% | -38.0% | +37.7% | +3.0% |
| 3Y | +111.6% | -65.5% | +177.0% | +125.3% |
| All | +117.0% | -90.7% | +207.7% | +153.5% |
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 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