+235.8%
NXPI vs NIO
-45.3%
+281.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -3.8% | +5.8% | +2.6% |
| 7D | -0.5% | +2.8% | -3.3% | -0.9% |
| 30D | +15.0% | -8.4% | +23.3% | +16.5% |
| 3M | +12.6% | -32.0% | +44.5% | +19.3% |
| 6M | -10.6% | -43.9% | +33.4% | -2.8% |
| YTD | +22.1% | -35.7% | +57.8% | +28.6% |
| 1Y | +29.8% | -51.1% | +80.9% | +42.4% |
| 3Y | +47.8% | -54.7% | +102.5% | +54.5% |
| 5Y | +33.9% | -91.7% | +125.6% | +66.7% |
| All | +235.8% | -45.3% | +281.1% | +204.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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