+111.5%
NFLX vs NIO
-36.7%
+148.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.6% | -3.8% | -5.2% |
| 7D | -4.2% | -13.0% | +8.8% | -2.8% |
| 30D | +5.5% | -18.3% | +23.7% | +7.8% |
| 3M | -4.1% | -33.2% | +29.2% | +0.1% |
| 6M | -20.7% | -21.5% | +0.8% | -19.2% |
| YTD | -16.5% | -25.5% | +8.9% | -14.8% |
| 1Y | -37.8% | -38.0% | +0.2% | -35.5% |
| 3Y | +77.9% | -65.5% | +143.3% | +88.0% |
| 5Y | +32.5% | -90.6% | +123.1% | +52.1% |
| All | +111.5% | -36.7% | +148.2% | +108.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling