-49.4%
ORCL vs NIO
-52.8%
+3.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.8% | +2.3% | -0.7% |
| 7D | -6.5% | +2.8% | -9.3% | -7.1% |
| 30D | -16.6% | -8.4% | -8.2% | -15.0% |
| 3M | -21.6% | -32.0% | +10.3% | -16.4% |
| 6M | -39.4% | -43.9% | +4.6% | -33.8% |
| YTD | -38.7% | -35.7% | -3.0% | -33.3% |
| All | -49.4% | -52.8% | +3.4% | -42.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling