-76.7%
LULU vs NIO
-90.3%
+13.6%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.1% | -0.9% | +1.7% |
| 7D | -1.6% | -2.9% | +1.3% | -1.1% |
| 30D | -18.1% | -18.7% | +0.6% | -15.3% |
| 3M | -18.8% | -29.4% | +10.7% | -14.2% |
| 6M | -39.2% | -32.5% | -6.7% | -35.8% |
| YTD | -52.4% | -27.6% | -24.7% | -50.6% |
| 1Y | -40.3% | -39.2% | -1.1% | -36.8% |
| 3Y | -75.1% | -64.3% | -10.8% | -72.8% |
| All | -76.7% | -90.3% | +13.6% | -71.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling