-3.5%
OXY vs NIO
-40.3%
+36.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.2% | +3.0% | +0.1% |
| 7D | +0.9% | -7.3% | +8.2% | +1.6% |
| 30D | +3.6% | -22.5% | +26.1% | +5.9% |
| 3M | +7.1% | -30.9% | +38.0% | +10.6% |
| 6M | +15.7% | -37.2% | +52.9% | +19.9% |
| YTD | +50.1% | -29.8% | +79.9% | +53.5% |
| 1Y | +34.1% | -37.4% | +71.5% | +37.9% |
| 3Y | -1.5% | -64.3% | +62.9% | +2.7% |
| 5Y | +162.0% | -90.6% | +252.6% | +195.9% |
| All | -3.5% | -40.3% | +36.8% | -12.3% |
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 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