+1,637.1%
LRCX vs NIO
-46.0%
+1,683.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.2% | +7.3% | +6.3% |
| 7D | +6.5% | -1.8% | +8.3% | +7.0% |
| 30D | -23.8% | -6.6% | -17.2% | -22.9% |
| 3M | -24.2% | -29.9% | +5.7% | -19.7% |
| 6M | -20.2% | -46.6% | +26.4% | -11.9% |
| YTD | +38.2% | -36.5% | +74.7% | +47.4% |
| 1Y | +48.9% | -51.1% | +100.0% | +65.3% |
| 3Y | +252.8% | -55.2% | +308.1% | +272.5% |
| 5Y | +304.3% | -92.3% | +396.7% | +416.7% |
| All | +1,637.1% | -46.0% | +1,683.1% | +1,544.4% |
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