-43.9%
NIO vs XPO
+375.0%
-419.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.1% | +0.7% | -1.4% |
| 7D | -4.1% | -0.9% | -3.2% | -3.9% |
| 30D | -23.2% | -8.1% | -15.1% | -21.3% |
| 3M | -29.9% | -19.0% | -10.9% | -25.5% |
| 6M | -25.1% | -5.2% | -19.9% | -24.6% |
| YTD | -27.5% | +35.6% | -63.0% | -35.7% |
| 1Y | -41.1% | +41.1% | -82.2% | -48.9% |
| 3Y | -63.1% | +157.9% | -221.1% | -76.5% |
| 5Y | -90.4% | +265.6% | -356.0% | -95.0% |
| All | -43.9% | +375.0% | -419.0% | -63.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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