+41.6%
CVX vs NIO
-37.4%
+79.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.8% | +0.6% |
| 7D | -0.6% | -6.7% | +6.1% | -0.8% |
| 30D | +13.4% | -20.0% | +33.5% | +12.7% |
| 3M | +11.8% | -30.5% | +42.3% | +10.7% |
| 6M | +12.4% | -20.7% | +33.2% | +11.7% |
| YTD | +41.5% | -25.7% | +67.2% | +40.8% |
| 1Y | +41.6% | -38.6% | +80.2% | +43.5% |
| All | +41.6% | -37.4% | +79.0% | +43.5% |
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