+38.6%
OXY vs NIO
-38.9%
+77.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.4% | +3.4% | +1.0% |
| 7D | +0.6% | -4.1% | +4.8% | +0.6% |
| 30D | +4.5% | -23.2% | +27.8% | +4.1% |
| 3M | +8.9% | -29.9% | +38.8% | +8.3% |
| 6M | +12.5% | -25.1% | +37.6% | +12.0% |
| YTD | +50.5% | -27.5% | +77.9% | +50.2% |
| 1Y | +38.6% | -41.1% | +79.7% | +42.8% |
| All | +38.6% | -38.9% | +77.6% | +42.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling