+90.2%
COPX vs NIO
-38.9%
+129.2%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.3% | +1.5% |
| 7D | +6.0% | -4.1% | +10.1% | +7.0% |
| 30D | +6.4% | -23.2% | +29.7% | +13.3% |
| 3M | +19.3% | -29.9% | +49.2% | +29.5% |
| 6M | +16.2% | -25.1% | +41.3% | +25.5% |
| YTD | +33.2% | -27.5% | +60.6% | +44.4% |
| 1Y | +90.2% | -41.1% | +131.3% | +124.5% |
| All | +90.2% | -38.9% | +129.2% | +124.5% |
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 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