-51.1%
NIO vs COO
-9.3%
-41.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.2% | -3.8% |
| 7D | +2.8% | +4.5% | -1.7% | +2.8% |
| 30D | -8.4% | +16.9% | -25.3% | -8.2% |
| 3M | -32.0% | -16.7% | -15.2% | -33.4% |
| 6M | -43.9% | +5.9% | -49.9% | -44.1% |
| YTD | -35.7% | -22.4% | -13.2% | -31.6% |
| 1Y | -51.1% | -10.1% | -41.0% | -51.3% |
| All | -51.1% | -9.3% | -41.8% | -51.3% |
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