+87.6%
FCX vs NIO
-58.0%
+145.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -5.9% | +3.2% | -1.5% |
| 7D | +4.4% | -4.7% | +9.1% | +5.4% |
| 30D | -16.3% | -14.3% | -2.0% | -13.6% |
| 3M | -12.5% | -32.8% | +20.3% | -5.2% |
| 6M | -8.0% | -49.8% | +41.8% | +5.2% |
| YTD | +20.1% | -40.2% | +60.3% | +31.9% |
| 1Y | +45.9% | -52.7% | +98.6% | +67.2% |
| All | +87.6% | -58.0% | +145.7% | +104.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling