+77.8%
EOG vs NIO
-45.3%
+123.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.8% | +5.9% | +2.3% |
| 7D | -2.4% | +2.8% | -5.2% | -2.6% |
| 30D | +2.9% | -8.4% | +11.3% | +3.5% |
| 3M | +7.2% | -32.0% | +39.2% | +9.9% |
| 6M | +18.2% | -43.9% | +62.1% | +22.4% |
| YTD | +48.9% | -35.7% | +84.6% | +52.0% |
| 1Y | +46.7% | -51.1% | +97.8% | +52.5% |
| 3Y | +37.4% | -54.7% | +92.1% | +39.3% |
| 5Y | +103.9% | -91.7% | +195.6% | +124.7% |
| All | +77.8% | -45.3% | +123.1% | +56.2% |
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 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