+22.6%
LQD vs NIO
-36.7%
+59.2%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.5% | 0.0% |
| 7D | -0.4% | -13.0% | +12.6% | -0.2% |
| 30D | -0.8% | -18.3% | +17.5% | -0.5% |
| 3M | -1.9% | -33.2% | +31.3% | -1.3% |
| 6M | -2.7% | -21.5% | +18.8% | -2.4% |
| YTD | -1.3% | -25.5% | +24.2% | -0.9% |
| 1Y | 0.0% | -38.0% | +38.0% | +0.5% |
| 3Y | +14.9% | -65.5% | +80.4% | +15.7% |
| 5Y | -4.6% | -90.6% | +86.0% | -3.3% |
| All | +22.6% | -36.7% | +59.2% | +21.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling