-76.2%
JBLU vs NIO
-36.8%
-39.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.3% |
| 7D | +1.1% | -6.7% | +7.8% | +2.1% |
| 30D | -25.5% | -20.0% | -5.5% | -23.2% |
| 3M | -5.0% | -30.5% | +25.4% | -0.2% |
| 6M | +0.7% | -20.7% | +21.4% | +2.9% |
| YTD | -0.7% | -25.7% | +25.0% | +2.2% |
| 1Y | -12.7% | -38.6% | +25.8% | -8.4% |
| 3Y | -12.7% | -62.3% | +49.5% | -6.6% |
| 5Y | -69.3% | -90.1% | +20.8% | -63.6% |
| All | -76.2% | -36.8% | -39.3% | -79.2% |
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