+34.7%
NXPI vs NIO
-93.2%
+127.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.9% | +4.1% | +0.1% |
| 7D | +6.8% | -14.5% | +21.2% | +9.9% |
| 30D | +20.0% | -15.0% | +35.0% | +23.7% |
| 3M | +14.8% | -35.6% | +50.4% | +24.3% |
| 6M | -10.5% | -55.7% | +45.2% | +3.5% |
| YTD | +23.7% | -43.1% | +66.9% | +34.5% |
| 1Y | +34.1% | -53.5% | +87.6% | +51.3% |
| 3Y | +51.2% | -59.8% | +111.1% | +62.3% |
| All | +34.7% | -93.2% | +127.9% | +68.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling