+92.2%
OXY vs NIO
-92.0%
+184.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -3.8% | +5.9% | +2.3% |
| 7D | -5.8% | +2.8% | -8.7% | -6.1% |
| 30D | -5.3% | -8.4% | +3.0% | -4.8% |
| 3M | -2.5% | -32.0% | +29.4% | +0.1% |
| 6M | +8.3% | -43.9% | +52.2% | +12.6% |
| YTD | +40.3% | -35.7% | +76.0% | +43.5% |
| 1Y | +38.8% | -51.1% | +90.0% | +45.2% |
| 3Y | -1.4% | -54.7% | +53.3% | +0.1% |
| 5Y | +92.2% | -91.7% | +183.9% | +133.4% |
| All | +92.2% | -92.0% | +184.2% | +133.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling