-91.7%
NIO vs SOXQ
+283.8%
-375.4%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.4% | -4.9% | -3.8% |
| 7D | -13.0% | +2.3% | -15.4% | -14.5% |
| 30D | -18.3% | -2.3% | -16.0% | -17.4% |
| 3M | -33.2% | -13.8% | -19.5% | -29.2% |
| 6M | -21.5% | +48.6% | -70.1% | -46.3% |
| YTD | -25.5% | +66.0% | -91.5% | -53.6% |
| 1Y | -38.0% | +107.9% | -145.9% | -67.9% |
| 3Y | -65.5% | +224.1% | -289.6% | -90.0% |
| 5Y | -90.6% | +256.6% | -347.2% | -97.6% |
| All | -91.7% | +283.8% | -375.4% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling