+24.4%
LYB vs NIO
-37.4%
+61.7%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.4% | -1.9% |
| 7D | -0.2% | -13.0% | +12.8% | -0.4% |
| 30D | +8.7% | -18.3% | +27.0% | +8.5% |
| 3M | -3.0% | -33.2% | +30.2% | -3.4% |
| 6M | +4.7% | -21.5% | +26.2% | +4.1% |
| YTD | +51.6% | -25.5% | +77.1% | +51.5% |
| 1Y | +24.4% | -38.0% | +62.4% | +29.7% |
| All | +24.4% | -37.4% | +61.7% | +29.7% |
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