+25.9%
LUV vs NIO
-36.7%
+62.6%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.1% | -1.7% | +1.2% |
| 7D | -1.0% | -2.9% | +1.9% | -0.7% |
| 30D | -12.4% | -18.7% | +6.4% | -11.0% |
| 3M | -11.0% | -29.4% | +18.5% | -8.6% |
| 6M | -5.0% | -32.5% | +27.6% | -2.5% |
| YTD | -3.8% | -27.6% | +23.9% | -2.4% |
| 1Y | +25.9% | -39.2% | +65.1% | +28.8% |
| All | +25.9% | -36.7% | +62.6% | +28.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling