+116.4%
PCAR vs NIO
-92.2%
+208.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.6% | +3.1% | +3.6% |
| 7D | +2.9% | +6.9% | -4.0% | +2.4% |
| 30D | -2.1% | -4.7% | +2.6% | -1.8% |
| 3M | -20.4% | -28.1% | +7.7% | -18.5% |
| 6M | -7.0% | -41.7% | +34.7% | -3.6% |
| YTD | -2.6% | -33.1% | +30.5% | -0.5% |
| 1Y | +9.8% | -50.3% | +60.1% | +14.6% |
| 3Y | +37.3% | -54.4% | +91.6% | +39.5% |
| 5Y | +116.4% | -91.6% | +208.1% | +137.5% |
| All | +116.4% | -92.2% | +208.6% | +137.5% |
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