-5.3%
OXY vs NIO
-36.7%
+31.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.6% | -0.8% |
| 7D | +1.6% | -13.0% | +14.6% | +2.9% |
| 30D | +11.6% | -18.3% | +29.9% | +13.6% |
| 3M | +2.8% | -33.2% | +36.0% | +6.5% |
| 6M | +13.0% | -21.5% | +34.5% | +14.6% |
| YTD | +47.4% | -25.5% | +72.9% | +49.8% |
| 1Y | +31.5% | -38.0% | +69.5% | +35.3% |
| 3Y | -1.9% | -65.5% | +63.5% | +2.6% |
| 5Y | +148.0% | -90.6% | +238.5% | +180.3% |
| All | -5.3% | -36.7% | +31.4% | -14.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling