+89.6%
AXP vs NIO
-92.0%
+181.6%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.8% | +3.6% | +0.1% |
| 7D | -0.6% | +2.8% | -3.4% | -0.9% |
| 30D | +5.0% | -8.4% | +13.3% | +5.8% |
| 3M | -4.2% | -32.0% | +27.7% | -0.6% |
| 6M | +2.9% | -43.9% | +46.9% | +8.6% |
| YTD | -11.6% | -35.7% | +24.1% | -8.6% |
| 1Y | -11.1% | -51.1% | +40.0% | -5.5% |
| 3Y | +116.7% | -54.7% | +171.4% | +121.9% |
| 5Y | +89.6% | -91.7% | +181.3% | +122.7% |
| All | +89.6% | -92.0% | +181.6% | +122.7% |
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