+98.8%
JCI vs NIO
-92.1%
+190.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +5.9% | -3.2% | +2.1% |
| 7D | -9.4% | +5.6% | -15.0% | -9.9% |
| 30D | -13.4% | -4.2% | -9.2% | -13.0% |
| 3M | -12.4% | -26.3% | +13.9% | -9.8% |
| 6M | -5.1% | -42.5% | +37.4% | 0.0% |
| YTD | +13.7% | -33.5% | +47.3% | +17.5% |
| 1Y | +11.4% | -52.7% | +64.1% | +18.9% |
| 3Y | +175.9% | -57.5% | +233.4% | +185.9% |
| All | +98.8% | -92.1% | +190.9% | +111.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling