-55.7%
NIO vs SOXQ
-15.3%
-40.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.5% | -1.5% | -4.3% |
| 7D | -14.5% | +8.2% | -22.6% | -15.6% |
| 30D | -15.0% | -13.2% | -1.8% | -13.4% |
| 3M | -35.6% | -18.5% | -17.0% | -33.8% |
| 6M | -55.7% | -15.4% | -40.2% | -55.9% |
| All | -55.7% | -15.3% | -40.4% | -55.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling