+69.2%
EOG vs NIO
-36.7%
+105.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.0% | -0.4% |
| 7D | +1.3% | -13.0% | +14.3% | +2.2% |
| 30D | +8.2% | -18.3% | +26.4% | +9.6% |
| 3M | +3.8% | -33.2% | +37.0% | +6.6% |
| 6M | +15.3% | -21.5% | +36.8% | +16.5% |
| YTD | +41.7% | -25.5% | +67.2% | +43.4% |
| 1Y | +23.6% | -38.0% | +61.6% | +26.2% |
| 3Y | +23.3% | -65.5% | +88.7% | +27.4% |
| 5Y | +170.4% | -90.6% | +261.0% | +195.5% |
| All | +69.2% | -36.7% | +105.9% | +47.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling