+231.2%
LNG vs NIO
-90.3%
+321.5%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.3% | +0.1% |
| 7D | -6.7% | -4.1% | -2.6% | -6.6% |
| 30D | +3.9% | -23.2% | +27.1% | +5.1% |
| 3M | +15.5% | -29.9% | +45.4% | +17.3% |
| 6M | +10.5% | -25.1% | +35.6% | +11.4% |
| YTD | +43.0% | -27.5% | +70.4% | +44.2% |
| 1Y | +18.9% | -41.1% | +60.0% | +21.0% |
| 3Y | +74.7% | -63.1% | +137.8% | +79.3% |
| 5Y | +231.2% | -90.4% | +321.6% | +264.3% |
| All | +231.2% | -90.3% | +321.5% | +264.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling