-14.4%
LUV vs NIO
-90.3%
+75.8%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.4% |
| 7D | +0.7% | -4.1% | +4.8% | +1.3% |
| 30D | -13.4% | -23.2% | +9.8% | -10.2% |
| 3M | -9.6% | -29.9% | +20.3% | -5.1% |
| 6M | -8.9% | -25.1% | +16.2% | -6.1% |
| YTD | -5.2% | -27.5% | +22.3% | -2.0% |
| 1Y | +27.0% | -41.1% | +68.1% | +34.1% |
| 3Y | +39.6% | -63.1% | +102.8% | +48.6% |
| 5Y | -14.4% | -90.4% | +76.0% | -1.0% |
| All | -14.4% | -90.3% | +75.8% | -1.0% |
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