+116.9%
JCI vs NIO
-90.7%
+207.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.6% | +3.5% | +2.1% |
| 7D | +3.8% | -13.0% | +16.9% | +5.3% |
| 30D | -5.7% | -18.3% | +12.6% | -3.8% |
| 3M | -1.4% | -33.2% | +31.8% | +2.6% |
| 6M | +4.1% | -21.5% | +25.6% | +6.0% |
| YTD | +21.7% | -25.5% | +47.2% | +24.4% |
| 1Y | +36.1% | -38.0% | +74.1% | +40.9% |
| 3Y | +154.4% | -65.5% | +219.9% | +170.3% |
| All | +116.9% | -90.7% | +207.6% | +136.8% |
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