-59.8%
NIO vs RRC
+60.0%
-119.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.7% | -5.6% | -5.1% |
| 7D | -14.5% | +6.4% | -20.8% | -15.6% |
| 30D | -15.0% | +23.9% | -38.8% | -19.7% |
| 3M | -35.6% | +30.2% | -65.7% | -40.1% |
| 6M | -55.7% | +26.3% | -81.9% | -58.6% |
| YTD | -43.1% | +48.1% | -91.2% | -50.1% |
| 1Y | -53.5% | +37.7% | -91.2% | -58.3% |
| 3Y | -59.8% | +60.3% | -120.1% | -67.9% |
| All | -59.8% | +60.0% | -119.8% | -67.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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