+160.6%
OXY vs NIO
-90.3%
+251.0%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +10.4% |
| 3M | +6.0% | -30.5% | +36.5% | +9.0% |
| 6M | +13.0% | -20.7% | +33.7% | +14.1% |
| YTD | +48.9% | -25.7% | +74.6% | +51.1% |
| 1Y | +36.4% | -38.6% | +75.0% | +40.1% |
| 3Y | -2.3% | -62.3% | +60.0% | +1.3% |
| 5Y | +160.6% | -90.1% | +250.7% | +240.4% |
| All | +160.6% | -90.3% | +251.0% | +240.4% |
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