+95.6%
AXP vs NIO
-92.6%
+188.2%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.0% | +0.7% | -2.0% |
| 7D | +0.4% | -3.6% | +4.0% | +0.8% |
| 30D | +7.0% | -8.0% | +15.1% | +7.9% |
| 3M | -6.6% | -31.2% | +24.6% | -3.1% |
| 6M | +3.5% | -45.8% | +49.2% | +9.6% |
| YTD | -11.2% | -37.3% | +26.1% | -7.9% |
| 1Y | -10.2% | -56.1% | +45.9% | -3.4% |
| 3Y | +120.0% | -61.1% | +181.2% | +130.0% |
| 5Y | +95.6% | -92.4% | +188.0% | +128.7% |
| All | +95.6% | -92.6% | +188.2% | +128.7% |
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