-59.8%
NIO vs RY
+158.9%
-218.7%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.9% | -0.2% | -0.8% |
| 7D | -3.6% | -1.1% | -2.5% | -2.7% |
| 30D | -8.0% | +4.4% | -12.5% | -11.1% |
| 3M | -31.2% | -2.9% | -28.2% | -29.7% |
| 6M | -45.8% | +15.6% | -61.3% | -52.7% |
| YTD | -37.3% | +21.8% | -59.1% | -48.3% |
| 1Y | -56.1% | +42.6% | -98.7% | -68.7% |
| All | -59.8% | +158.9% | -218.7% | -86.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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