+17.9%
LMT vs NIO
-37.4%
+55.3%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.1% | -1.4% |
| 7D | -6.3% | -13.0% | +6.8% | -6.4% |
| 30D | -8.5% | -18.3% | +9.8% | -8.7% |
| 3M | +1.8% | -33.2% | +35.0% | +1.6% |
| 6M | -19.9% | -21.5% | +1.5% | -20.0% |
| YTD | +10.6% | -25.5% | +36.1% | +10.3% |
| 1Y | +17.9% | -38.0% | +56.0% | +20.6% |
| All | +17.9% | -37.4% | +55.3% | +20.6% |
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