-90.6%
NIO vs COO
-38.8%
-51.9%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -0.7% |
| 7D | -13.0% | -2.2% | -10.8% | -11.9% |
| 30D | -18.3% | -7.0% | -11.3% | -15.1% |
| 3M | -33.2% | +12.2% | -45.4% | -38.7% |
| 6M | -21.5% | -15.1% | -6.4% | -14.7% |
| YTD | -25.5% | -15.1% | -10.4% | -19.3% |
| 1Y | -38.0% | +2.3% | -40.3% | -41.3% |
| 3Y | -65.5% | -23.7% | -41.8% | -62.6% |
| All | -90.6% | -38.8% | -51.9% | -89.3% |
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 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