-55.1%
NIO vs COO
-23.7%
-31.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -1.0% |
| 7D | -1.8% | -2.3% | +0.5% | -1.4% |
| 30D | -6.6% | +13.3% | -19.9% | -9.1% |
| 3M | -29.9% | -18.1% | -11.8% | -27.1% |
| 6M | -46.6% | +6.7% | -53.3% | -48.4% |
| YTD | -36.5% | -23.2% | -13.3% | -32.2% |
| 1Y | -51.1% | -12.3% | -38.9% | -50.1% |
| All | -55.1% | -23.7% | -31.4% | -56.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling