-51.7%
ORCL vs NIO
-54.3%
+2.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.9% | -5.1% | -0.5% |
| 7D | -11.2% | +5.6% | -16.8% | -12.2% |
| 30D | -18.8% | -4.2% | -14.6% | -18.1% |
| 3M | -18.8% | -26.3% | +7.5% | -14.6% |
| 6M | -39.7% | -42.5% | +2.8% | -34.6% |
| YTD | -39.6% | -33.5% | -6.1% | -34.8% |
| 1Y | -51.7% | -52.7% | +0.9% | -44.6% |
| All | -51.7% | -54.3% | +2.5% | -44.6% |
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