-53.9%
NIO vs COO
-7.7%
-46.3%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +5.9% | -2.5% | +3.5% |
| 7D | -0.6% | +8.4% | -9.0% | -0.5% |
| 30D | -3.5% | +13.5% | -17.0% | -3.3% |
| 3M | -30.7% | -13.8% | -16.9% | -32.1% |
| 6M | -45.6% | +4.7% | -50.3% | -45.3% |
| YTD | -35.3% | -21.4% | -13.9% | -31.8% |
| 1Y | -53.9% | -6.7% | -47.2% | -56.4% |
| All | -53.9% | -7.7% | -46.3% | -56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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