+118.0%
ORLY vs NIO
-90.3%
+208.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.6% | +0.2% |
| 7D | -1.0% | -4.1% | +3.1% | -1.0% |
| 30D | -6.7% | -23.2% | +16.6% | -6.6% |
| 3M | -3.8% | -29.9% | +26.1% | -3.7% |
| 6M | -9.0% | -25.1% | +16.1% | -9.0% |
| YTD | -5.6% | -27.5% | +21.8% | -5.6% |
| 1Y | -19.5% | -41.1% | +21.6% | -19.5% |
| 3Y | +34.7% | -63.1% | +97.9% | +35.8% |
| 5Y | +118.0% | -90.4% | +208.4% | +120.6% |
| All | +118.0% | -90.3% | +208.3% | +120.6% |
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 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