+294.8%
ORLY vs NIO
-46.0%
+340.8%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +1.3% |
| 7D | -1.9% | -1.8% | -0.1% | -1.9% |
| 30D | +4.5% | -6.6% | +11.1% | +4.6% |
| 3M | -2.2% | -29.9% | +27.7% | -1.6% |
| 6M | -0.9% | -46.6% | +45.7% | +0.1% |
| YTD | -0.7% | -36.5% | +35.7% | -0.2% |
| 1Y | -8.7% | -51.1% | +42.4% | -7.8% |
| 3Y | +37.7% | -55.2% | +93.0% | +38.1% |
| 5Y | +110.5% | -92.3% | +202.9% | +118.2% |
| All | +294.8% | -46.0% | +340.8% | +263.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling