-64.2%
NIO vs SOXQ
+235.9%
-300.1%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.4% | -2.7% | -2.5% |
| 7D | -4.1% | +5.2% | -9.4% | -6.1% |
| 30D | -23.2% | -0.5% | -22.7% | -23.2% |
| 3M | -29.9% | -5.6% | -24.3% | -29.8% |
| 6M | -25.1% | +53.0% | -78.1% | -40.8% |
| YTD | -27.5% | +68.8% | -96.2% | -45.3% |
| 1Y | -41.1% | +105.7% | -146.8% | -59.3% |
| All | -64.2% | +235.9% | -300.1% | -83.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling