+18.6%
LNG vs NIO
-36.7%
+55.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.1% | -2.9% | +0.3% |
| 7D | -4.7% | -2.9% | -1.8% | -4.8% |
| 30D | +3.8% | -18.7% | +22.5% | +3.0% |
| 3M | +16.2% | -29.4% | +45.6% | +14.8% |
| 6M | +11.7% | -32.5% | +44.2% | +10.7% |
| YTD | +44.2% | -27.6% | +71.9% | +42.8% |
| 1Y | +18.6% | -39.2% | +57.8% | +18.0% |
| All | +18.6% | -36.7% | +55.3% | +18.0% |
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