+15.2%
LQD vs NIO
-60.1%
+75.3%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.9% | +4.7% | -0.1% |
| 7D | -1.6% | -14.5% | +12.8% | -1.4% |
| 30D | +0.5% | -15.0% | +15.5% | +0.8% |
| 3M | -2.3% | -35.6% | +33.2% | -1.6% |
| 6M | -3.1% | -55.7% | +52.6% | -1.7% |
| YTD | -3.0% | -43.1% | +40.2% | -2.2% |
| 1Y | -2.6% | -53.5% | +51.0% | -1.4% |
| 3Y | +15.2% | -59.8% | +75.0% | +16.1% |
| All | +15.2% | -60.1% | +75.3% | +16.1% |
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