+69.4%
EOG vs NIO
-36.8%
+106.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.1% |
| 7D | -2.0% | -6.7% | +4.6% | -1.6% |
| 30D | +7.9% | -20.0% | +27.9% | +9.5% |
| 3M | +4.5% | -30.5% | +34.9% | +7.0% |
| 6M | +12.3% | -20.7% | +33.0% | +13.3% |
| YTD | +41.9% | -25.7% | +67.6% | +43.6% |
| 1Y | +27.8% | -38.6% | +66.4% | +30.7% |
| 3Y | +21.8% | -62.3% | +84.0% | +25.1% |
| 5Y | +174.0% | -90.1% | +264.1% | +198.1% |
| All | +69.4% | -36.8% | +106.2% | +47.6% |
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