-6.9%
OXY vs NIO
-51.7%
+44.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.9% | +5.5% | +1.0% |
| 7D | +4.2% | -14.5% | +18.7% | +5.6% |
| 30D | -4.3% | -15.0% | +10.6% | -3.0% |
| 3M | +2.3% | -35.6% | +37.8% | +6.2% |
| 6M | +5.5% | -55.7% | +61.2% | +13.1% |
| YTD | +44.9% | -43.1% | +88.0% | +50.6% |
| 1Y | +42.6% | -53.5% | +96.1% | +51.0% |
| 3Y | +0.7% | -59.8% | +60.6% | +3.8% |
| 5Y | +96.9% | -93.2% | +190.1% | +129.1% |
| All | -6.9% | -51.7% | +44.8% | -13.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling