+29.7%
EOG vs NIO
-38.9%
+68.6%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.4% | +3.5% | +1.1% |
| 7D | -1.3% | -4.1% | +2.8% | -1.5% |
| 30D | +3.4% | -23.2% | +26.6% | +2.5% |
| 3M | +7.8% | -29.9% | +37.8% | +6.6% |
| 6M | +13.4% | -25.1% | +38.5% | +12.8% |
| YTD | +43.5% | -27.5% | +70.9% | +43.0% |
| 1Y | +29.7% | -41.1% | +70.8% | +31.6% |
| All | +29.7% | -38.9% | +68.6% | +31.6% |
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 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