+173.1%
COPX vs NIO
-62.3%
+235.4%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.3% | +4.4% | +4.2% |
| 7D | +5.8% | -6.7% | +12.4% | +7.2% |
| 30D | +7.2% | -20.0% | +27.3% | +12.1% |
| 3M | +16.5% | -30.5% | +47.0% | +25.1% |
| 6M | +18.4% | -20.7% | +39.2% | +23.6% |
| YTD | +31.9% | -25.7% | +57.6% | +38.9% |
| 1Y | +88.5% | -38.6% | +127.1% | +104.3% |
| 3Y | +173.1% | -62.3% | +235.3% | +199.6% |
| All | +173.1% | -62.3% | +235.4% | +199.6% |
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