-14.9%
JBLU vs NIO
-65.5%
+50.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.5% | +0.8% |
| 7D | -4.8% | -7.3% | +2.5% | -3.5% |
| 30D | -24.4% | -22.5% | -1.9% | -20.9% |
| 3M | -4.8% | -30.9% | +26.1% | +1.4% |
| 6M | -0.5% | -37.2% | +36.7% | +7.0% |
| YTD | -3.5% | -29.8% | +26.3% | +0.8% |
| 1Y | -13.6% | -37.4% | +23.8% | -8.9% |
| All | -14.9% | -65.5% | +50.6% | -4.5% |
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