+1.7%
LUV vs NIO
-92.9%
+94.6%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -5.9% | +3.2% | -1.8% |
| 7D | +1.8% | -4.7% | +6.5% | +2.5% |
| 30D | +11.3% | -14.3% | +25.6% | +13.8% |
| 3M | +1.0% | -32.8% | +33.8% | +7.0% |
| 6M | +15.6% | -49.8% | +65.4% | +27.2% |
| YTD | +10.9% | -40.2% | +51.1% | +17.9% |
| 1Y | +38.1% | -52.7% | +90.8% | +51.8% |
| 3Y | +108.2% | -57.9% | +166.1% | +117.8% |
| 5Y | +1.7% | -92.9% | +94.6% | +25.4% |
| All | +1.7% | -92.9% | +94.6% | +25.4% |
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 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