+34.4%
ORLY vs NIO
-62.3%
+96.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.3% |
| 7D | -2.3% | -6.7% | +4.3% | -2.5% |
| 30D | -8.2% | -20.0% | +11.9% | -8.6% |
| 3M | -3.5% | -30.5% | +26.9% | -4.3% |
| 6M | -9.2% | -20.7% | +11.5% | -9.6% |
| YTD | -5.8% | -25.7% | +19.9% | -6.3% |
| 1Y | -19.3% | -38.6% | +19.3% | -20.0% |
| 3Y | +34.4% | -62.3% | +96.7% | +35.3% |
| All | +34.4% | -62.3% | +96.8% | +35.3% |
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