+22.1%
LYB vs NIO
-36.7%
+58.8%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.1% | -4.0% | -0.9% |
| 7D | +0.3% | -2.9% | +3.2% | +0.2% |
| 30D | +2.5% | -18.7% | +21.2% | +2.2% |
| 3M | +1.4% | -29.4% | +30.8% | +1.0% |
| 6M | -3.5% | -32.5% | +29.1% | -3.8% |
| YTD | +52.0% | -27.6% | +79.6% | +51.8% |
| 1Y | +22.1% | -39.2% | +61.3% | +27.5% |
| All | +22.1% | -36.7% | +58.8% | +27.5% |
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