-35.8%
LITE vs NIO
-44.5%
+8.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +3.4% | -11.3% | -9.7% |
| 7D | -31.4% | -0.6% | -30.8% | -31.1% |
| 30D | -42.6% | -3.5% | -39.1% | -41.0% |
| 3M | -26.2% | -30.7% | +4.5% | -10.4% |
| 6M | -35.8% | -45.6% | +9.8% | -6.2% |
| All | -35.8% | -44.5% | +8.7% | -6.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling