+232.6%
LRCX vs NIO
-56.9%
+289.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.8% | +4.3% | +1.1% |
| 7D | -3.6% | +2.8% | -6.4% | -4.0% |
| 30D | -30.3% | -8.4% | -21.9% | -29.2% |
| 3M | -27.3% | -32.0% | +4.6% | -22.8% |
| 6M | -24.2% | -43.9% | +19.7% | -17.2% |
| YTD | +30.3% | -35.7% | +66.0% | +38.6% |
| 1Y | +34.3% | -51.1% | +85.4% | +48.0% |
| 3Y | +232.6% | -54.7% | +287.3% | +258.9% |
| All | +232.6% | -56.9% | +289.5% | +258.9% |
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