+52.5%
NXPI vs NIO
-58.0%
+110.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.9% | +5.0% | +0.1% |
| 7D | +9.4% | -4.7% | +14.0% | +10.1% |
| 30D | +18.1% | -14.3% | +32.4% | +20.9% |
| 3M | +15.0% | -32.8% | +47.8% | +21.9% |
| 6M | -8.4% | -49.8% | +41.4% | +1.1% |
| YTD | +24.8% | -40.2% | +65.0% | +32.5% |
| 1Y | +33.3% | -52.7% | +86.0% | +47.2% |
| All | +52.5% | -58.0% | +110.5% | +60.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling