+42.0%
CVX vs NIO
-51.4%
+93.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.9% | -6.1% | +0.3% |
| 7D | -9.7% | +5.6% | -15.3% | -9.3% |
| 30D | +3.6% | -4.2% | +7.9% | +3.4% |
| 3M | +13.3% | -26.3% | +39.6% | +11.5% |
| 6M | +16.9% | -42.5% | +59.4% | +13.5% |
| YTD | +43.4% | -33.5% | +76.9% | +41.6% |
| All | +42.0% | -51.4% | +93.3% | +41.2% |
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