+54.3%
QCOM vs NIO
-64.6%
+118.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +0.3% |
| 7D | +3.3% | -13.0% | +16.4% | +4.8% |
| 30D | +7.7% | -18.3% | +26.0% | +9.9% |
| 3M | -30.1% | -33.2% | +3.2% | -27.2% |
| 6M | +22.8% | -21.5% | +44.3% | +24.4% |
| YTD | +0.2% | -25.5% | +25.7% | +1.9% |
| 1Y | +7.9% | -38.0% | +45.9% | +12.1% |
| All | +54.3% | -64.6% | +118.9% | +65.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling