-45.5%
COIN vs NIO
-90.3%
+44.8%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -3.0% |
| 7D | +1.2% | -6.7% | +7.8% | +4.1% |
| 30D | +16.5% | -20.0% | +36.5% | +27.6% |
| 3M | +10.4% | -30.5% | +40.8% | +27.8% |
| 6M | -9.3% | -20.7% | +11.4% | -2.9% |
| YTD | -20.9% | -25.7% | +4.8% | -13.9% |
| 1Y | -40.8% | -38.6% | -2.2% | -31.4% |
| 3Y | +118.0% | -62.3% | +180.2% | +166.3% |
| 5Y | -30.7% | -90.1% | +59.4% | +42.2% |
| All | -45.5% | -90.3% | +44.8% | +10.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling