+53.6%
FCX vs NIO
-51.1%
+104.7%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.6% | +4.3% | +4.7% |
| 7D | -1.0% | +6.9% | -7.9% | -2.6% |
| 30D | -15.2% | -4.7% | -10.5% | -14.3% |
| 3M | -10.3% | -28.1% | +17.8% | -3.8% |
| 6M | +1.6% | -41.7% | +43.3% | +13.8% |
| YTD | +23.9% | -33.1% | +57.0% | +37.0% |
| All | +53.6% | -51.1% | +104.7% | +75.3% |
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