+24.4%
LNG vs NIO
-37.4%
+61.8%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +1.9% | +0.3% |
| 7D | +3.4% | -13.0% | +16.5% | +2.8% |
| 30D | +14.9% | -18.3% | +33.1% | +14.0% |
| 3M | +21.4% | -33.2% | +54.6% | +19.8% |
| 6M | +17.8% | -21.5% | +39.3% | +17.0% |
| YTD | +51.3% | -25.5% | +76.8% | +50.0% |
| 1Y | +24.4% | -38.0% | +62.4% | +24.7% |
| All | +24.4% | -37.4% | +61.8% | +24.7% |
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