+17.7%
LMT vs NIO
-38.9%
+56.7%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.2% | -2.2% |
| 7D | -1.3% | -4.1% | +2.8% | -1.3% |
| 30D | -12.5% | -23.2% | +10.7% | -12.6% |
| 3M | -0.5% | -29.9% | +29.5% | -0.6% |
| 6M | -20.0% | -25.1% | +5.1% | -20.0% |
| YTD | +10.4% | -27.5% | +37.8% | +10.2% |
| 1Y | +17.7% | -41.1% | +58.8% | +20.5% |
| All | +17.7% | -38.9% | +56.7% | +20.5% |
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