+314.0%
COST vs NIO
-38.3%
+352.3%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.5% | -0.7% |
| 7D | -2.8% | -4.1% | +1.4% | -2.6% |
| 30D | -5.3% | -23.2% | +18.0% | -4.3% |
| 3M | -6.7% | -29.9% | +23.3% | -5.4% |
| 6M | -9.9% | -25.1% | +15.2% | -9.2% |
| YTD | +5.1% | -27.5% | +32.6% | +6.0% |
| 1Y | -7.3% | -41.1% | +33.8% | -5.9% |
| 3Y | +70.4% | -63.1% | +133.5% | +73.3% |
| 5Y | +104.4% | -90.4% | +194.8% | +114.1% |
| All | +314.0% | -38.3% | +352.3% | +297.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling