+2,163.2%
LRCX vs NIO
-36.7%
+2,199.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.6% | +6.7% | +5.4% |
| 7D | +1.9% | -13.0% | +14.9% | +4.2% |
| 30D | +0.1% | -18.3% | +18.4% | +3.3% |
| 3M | -8.5% | -33.2% | +24.7% | -2.4% |
| 6M | +38.1% | -21.5% | +59.6% | +42.4% |
| YTD | +80.1% | -25.5% | +105.6% | +87.1% |
| 1Y | +208.1% | -38.0% | +246.1% | +227.9% |
| 3Y | +350.2% | -65.5% | +415.7% | +392.6% |
| 5Y | +430.7% | -90.6% | +521.3% | +555.5% |
| All | +2,163.2% | -36.7% | +2,199.8% | +1,986.9% |
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 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