+125.6%
CVX vs NIO
-92.1%
+217.7%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.9% | -6.1% | -0.4% |
| 7D | -9.7% | +5.6% | -15.3% | -9.9% |
| 30D | +3.6% | -4.2% | +7.9% | +3.8% |
| 3M | +13.3% | -26.3% | +39.6% | +14.6% |
| 6M | +16.9% | -42.5% | +59.4% | +19.3% |
| YTD | +43.4% | -33.5% | +76.9% | +45.0% |
| 1Y | +44.5% | -52.7% | +97.1% | +48.5% |
| 3Y | +64.0% | -57.5% | +121.4% | +65.5% |
| All | +125.6% | -92.1% | +217.7% | +139.5% |
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