+132.1%
COPX vs NIO
-92.2%
+224.3%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.6% | +5.0% | +5.5% |
| 7D | +3.3% | +6.9% | -3.6% | +1.9% |
| 30D | -12.2% | -4.7% | -7.5% | -11.3% |
| 3M | -14.5% | -28.1% | +13.5% | -8.7% |
| 6M | -12.2% | -41.7% | +29.5% | -2.5% |
| YTD | +5.2% | -33.1% | +38.3% | +12.9% |
| 1Y | +27.0% | -50.3% | +77.2% | +43.9% |
| 3Y | +149.1% | -54.4% | +203.5% | +167.0% |
| 5Y | +132.1% | -91.6% | +223.7% | +217.5% |
| All | +132.1% | -92.2% | +224.3% | +217.5% |
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 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