+15.2%
LQD vs NIO
-62.3%
+77.6%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | +0.2% | -6.7% | +6.9% | +0.4% |
| 30D | -0.6% | -20.0% | +19.5% | -0.1% |
| 3M | -1.2% | -30.5% | +29.3% | -0.5% |
| 6M | -1.9% | -20.7% | +18.8% | -1.6% |
| YTD | -1.3% | -25.7% | +24.4% | -0.8% |
| 1Y | -1.0% | -38.6% | +37.6% | -0.3% |
| 3Y | +15.2% | -62.3% | +77.5% | +16.8% |
| All | +15.2% | -62.3% | +77.6% | +16.8% |
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