+85.7%
COPX vs NIO
-37.4%
+123.1%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +0.9% | -0.3% |
| 7D | -4.0% | -13.0% | +9.1% | -0.8% |
| 30D | +4.5% | -18.3% | +22.8% | +9.6% |
| 3M | +0.8% | -33.2% | +34.0% | +10.7% |
| 6M | +3.2% | -21.5% | +24.7% | +10.3% |
| YTD | +26.7% | -25.5% | +52.2% | +36.4% |
| 1Y | +85.7% | -38.0% | +123.7% | +117.7% |
| All | +85.7% | -37.4% | +123.1% | +117.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling