-90.6%
NIO vs SOXQ
+251.3%
-341.9%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.6% | -0.6% | -1.5% |
| 7D | -7.3% | +2.3% | -9.6% | -8.7% |
| 30D | -22.5% | -3.9% | -18.6% | -20.7% |
| 3M | -30.9% | -4.7% | -26.2% | -31.7% |
| 6M | -37.2% | +47.9% | -85.1% | -56.8% |
| YTD | -29.8% | +64.3% | -94.1% | -55.8% |
| 1Y | -37.4% | +95.7% | -133.1% | -65.9% |
| 3Y | -64.3% | +231.5% | -295.9% | -89.9% |
| 5Y | -90.6% | +255.0% | -345.6% | -97.7% |
| All | -90.6% | +251.3% | -341.9% | -97.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling