+18.9%
JCI vs NIO
-50.3%
+69.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.2% | +3.7% | +2.6% |
| 7D | +2.9% | -1.8% | +4.7% | +3.1% |
| 30D | -6.9% | -6.6% | -0.3% | -6.2% |
| 3M | -6.3% | -29.9% | +23.6% | -2.6% |
| 6M | +2.6% | -46.6% | +49.2% | +10.2% |
| YTD | +21.8% | -36.5% | +58.3% | +26.2% |
| All | +18.9% | -50.3% | +69.2% | +27.9% |
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