+71.8%
COST vs NIO
-62.3%
+134.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.6% |
| 7D | -3.2% | -6.7% | +3.5% | -3.1% |
| 30D | -4.0% | -20.0% | +16.1% | -3.7% |
| 3M | -6.5% | -30.5% | +24.0% | -6.0% |
| 6M | -8.5% | -20.7% | +12.2% | -8.4% |
| YTD | +6.0% | -25.7% | +31.7% | +6.2% |
| 1Y | -5.8% | -38.6% | +32.8% | -5.3% |
| 3Y | +71.8% | -62.3% | +134.1% | +74.7% |
| All | +71.8% | -62.3% | +134.2% | +74.7% |
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 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