+36.2%
LMT vs NIO
-59.9%
+96.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +5.9% | -7.5% | -1.4% |
| 7D | -11.0% | +5.6% | -16.6% | -10.8% |
| 30D | +13.6% | -4.2% | +17.8% | +13.5% |
| 3M | -2.1% | -26.3% | +24.2% | -2.6% |
| 6M | +11.7% | -42.5% | +54.2% | +10.7% |
| YTD | +19.4% | -33.5% | +52.9% | +18.8% |
| 1Y | +24.1% | -52.7% | +76.7% | +22.7% |
| 3Y | +36.2% | -57.5% | +93.6% | +38.9% |
| All | +36.2% | -59.9% | +96.0% | +38.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling