-92.9%
NIO vs COO
-39.4%
-53.4%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -1.2% | -4.7% | -5.2% |
| 7D | -4.7% | -2.1% | -2.6% | -3.7% |
| 30D | -14.3% | +13.9% | -28.2% | -20.4% |
| 3M | -32.8% | -18.9% | -13.9% | -25.4% |
| 6M | -49.8% | +3.7% | -53.6% | -53.0% |
| YTD | -40.2% | -24.1% | -16.1% | -31.7% |
| 1Y | -52.7% | -14.2% | -38.5% | -50.6% |
| 3Y | -57.9% | -24.5% | -33.4% | -57.2% |
| 5Y | -92.9% | -40.4% | -52.4% | -91.2% |
| All | -92.9% | -39.4% | -53.4% | -91.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling