-20.4%
ORLY vs NIO
-36.7%
+16.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.1% | -2.7% | +0.5% |
| 7D | -2.4% | -2.9% | +0.5% | -2.5% |
| 30D | -6.8% | -18.7% | +12.0% | -7.8% |
| 3M | -4.8% | -29.4% | +24.7% | -6.4% |
| 6M | -9.1% | -32.5% | +23.5% | -10.8% |
| YTD | -5.9% | -27.6% | +21.7% | -7.3% |
| 1Y | -20.4% | -39.2% | +18.8% | -24.5% |
| All | -20.4% | -36.7% | +16.3% | -24.5% |
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