+446.1%
LITE vs NIO
-92.6%
+538.7%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -3.0% | -15.6% | -18.0% |
| 7D | -44.6% | -3.6% | -41.0% | -44.0% |
| 30D | -55.0% | -8.0% | -47.0% | -54.1% |
| 3M | -38.3% | -31.2% | -7.1% | -33.2% |
| 6M | -48.8% | -45.8% | -3.0% | -41.6% |
| YTD | +38.3% | -37.3% | +75.5% | +52.4% |
| 1Y | +119.0% | -56.1% | +175.1% | +158.2% |
| 3Y | +1,092.0% | -61.1% | +1,153.1% | +1,232.8% |
| 5Y | +446.1% | -92.4% | +538.5% | +585.8% |
| All | +446.1% | -92.6% | +538.7% | +585.8% |
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