+17.8%
NXPI vs NIO
-62.6%
+80.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +2.8% | +1.5% |
| 7D | +1.9% | -13.0% | +14.9% | +4.0% |
| 30D | -1.4% | -18.3% | +16.8% | +1.5% |
| 3M | -29.1% | -33.2% | +4.2% | -24.7% |
| 6M | +6.2% | -21.5% | +27.7% | +8.6% |
| YTD | +5.9% | -25.5% | +31.4% | +8.9% |
| 1Y | +2.9% | -38.0% | +40.9% | +8.7% |
| All | +17.8% | -62.6% | +80.5% | +21.3% |
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