-2.3%
OXY vs NIO
-62.3%
+60.0%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.0% |
| 7D | -0.5% | -6.7% | +6.2% | -0.1% |
| 30D | +8.5% | -20.0% | +28.5% | +9.8% |
| 3M | +6.0% | -30.5% | +36.5% | +8.1% |
| 6M | +13.0% | -20.7% | +33.7% | +13.6% |
| YTD | +48.9% | -25.7% | +74.6% | +50.3% |
| 1Y | +36.4% | -38.6% | +75.0% | +39.1% |
| 3Y | -2.3% | -62.3% | +60.0% | -1.0% |
| All | -2.3% | -62.3% | +60.0% | -1.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling