-91.9%
NIO vs SOXQ
+286.7%
-378.6%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.8% | +1.3% | +1.9% |
| 7D | -2.9% | +0.8% | -3.7% | -3.4% |
| 30D | -18.7% | -4.6% | -14.2% | -16.4% |
| 3M | -29.4% | -10.2% | -19.3% | -26.9% |
| 6M | -32.5% | +49.7% | -82.2% | -54.0% |
| YTD | -27.6% | +67.2% | -94.9% | -55.1% |
| 1Y | -39.2% | +98.0% | -137.2% | -67.2% |
| 3Y | -64.3% | +237.2% | -301.4% | -90.0% |
| 5Y | -90.3% | +261.3% | -351.6% | -97.6% |
| All | -91.9% | +286.7% | -378.6% | -98.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 10y: compounded portfolio wealth divided by compounded SOXQ 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…
10y analysis · Full analysis span regression · 6 months rolling