-52.7%
NIO vs EXPD
+35.2%
-87.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.3% | +8.2% | +5.7% |
| 7D | +5.6% | -7.2% | +12.8% | +5.0% |
| 30D | -4.2% | -3.3% | -1.0% | -4.5% |
| 3M | -26.3% | +3.4% | -29.7% | -26.0% |
| 6M | -42.5% | +22.7% | -65.2% | -41.3% |
| YTD | -33.5% | +24.5% | -58.1% | -32.6% |
| 1Y | -52.7% | +38.6% | -91.3% | -55.1% |
| All | -52.7% | +35.2% | -87.8% | -55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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