-92.4%
NIO vs RY
+124.6%
-217.0%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.9% | -0.2% | +0.3% |
| 7D | -3.6% | -1.1% | -2.5% | -2.4% |
| 30D | -8.0% | +4.4% | -12.5% | -12.6% |
| 3M | -31.2% | -2.9% | -28.2% | -29.2% |
| 6M | -45.8% | +15.6% | -61.3% | -55.4% |
| YTD | -37.3% | +21.8% | -59.1% | -52.0% |
| 1Y | -56.1% | +42.6% | -98.7% | -72.5% |
| 3Y | -61.1% | +160.9% | -222.0% | -90.1% |
| 5Y | -92.4% | +126.1% | -218.5% | -97.5% |
| All | -92.4% | +124.6% | -217.0% | -97.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling