-30.6%
COIN vs NIO
-90.7%
+60.1%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.2% | +1.8% | 0.0% |
| 7D | -10.6% | -7.3% | -3.3% | -7.7% |
| 30D | +16.0% | -22.5% | +38.5% | +29.1% |
| 3M | +11.9% | -30.9% | +42.8% | +30.3% |
| 6M | -12.3% | -37.2% | +24.9% | +4.5% |
| YTD | -23.8% | -29.8% | +6.0% | -15.0% |
| 1Y | -45.4% | -37.4% | -8.0% | -37.0% |
| 3Y | +109.9% | -64.3% | +174.2% | +164.3% |
| 5Y | -30.6% | -90.6% | +60.0% | +59.7% |
| All | -30.6% | -90.7% | +60.1% | +59.7% |
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