+113.7%
COIN vs NIO
-65.5%
+179.2%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.2% | +1.8% | -0.6% |
| 7D | -10.6% | -7.3% | -3.3% | -9.0% |
| 30D | +16.0% | -22.5% | +38.5% | +23.1% |
| 3M | +11.9% | -30.9% | +42.8% | +21.8% |
| 6M | -12.3% | -37.2% | +24.9% | -3.1% |
| YTD | -23.8% | -29.8% | +6.0% | -18.5% |
| 1Y | -45.4% | -37.4% | -8.0% | -40.2% |
| All | +113.7% | -65.5% | +179.2% | +154.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling