+32.2%
LNT vs NIO
-90.3%
+122.6%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +0.9% |
| 7D | +1.0% | -6.7% | +7.7% | +1.1% |
| 30D | -1.1% | -20.0% | +18.9% | -0.7% |
| 3M | -3.6% | -30.5% | +26.9% | -3.0% |
| 6M | -2.7% | -20.7% | +18.1% | -2.4% |
| YTD | +8.0% | -25.7% | +33.7% | +8.4% |
| 1Y | +10.5% | -38.6% | +49.0% | +11.1% |
| 3Y | +49.6% | -62.3% | +111.8% | +50.1% |
| 5Y | +32.2% | -90.1% | +122.3% | +27.3% |
| All | +32.2% | -90.3% | +122.6% | +27.3% |
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