+13.2%
PCAR vs NIO
-55.0%
+68.2%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.9% | +5.2% | +0.5% |
| 7D | +4.9% | -14.5% | +19.4% | +5.6% |
| 30D | -1.4% | -15.0% | +13.5% | -0.8% |
| 3M | -18.1% | -35.6% | +17.4% | -16.6% |
| 6M | -4.0% | -55.7% | +51.6% | -0.7% |
| YTD | -1.5% | -43.1% | +41.7% | +0.9% |
| 1Y | +13.2% | -53.5% | +66.7% | +17.3% |
| All | +13.2% | -55.0% | +68.2% | +17.3% |
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