-93.7%
NIO vs SOXQ
+231.9%
-325.6%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.5% | -1.5% | -2.7% |
| 7D | -14.5% | +8.2% | -22.6% | -18.9% |
| 30D | -15.0% | -13.2% | -1.8% | -8.3% |
| 3M | -35.6% | -18.5% | -17.0% | -28.0% |
| 6M | -55.7% | -15.4% | -40.2% | -54.3% |
| YTD | -43.1% | +43.6% | -86.7% | -61.9% |
| 1Y | -53.5% | +49.2% | -102.8% | -69.9% |
| 3Y | -59.8% | +190.2% | -250.0% | -87.9% |
| 5Y | -93.2% | +178.2% | -271.4% | -97.9% |
| All | -93.7% | +231.9% | -325.6% | -98.4% |
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