+32.0%
RCL vs NIO
-54.1%
+86.1%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +3.4% | +2.9% | +5.9% |
| 7D | +11.7% | -0.6% | +12.3% | +11.8% |
| 30D | +21.1% | -3.5% | +24.6% | +21.6% |
| 3M | +2.9% | -30.7% | +33.6% | +7.9% |
| 6M | +29.8% | -45.6% | +75.5% | +40.7% |
| YTD | +21.4% | -35.3% | +56.7% | +26.6% |
| 1Y | +32.0% | -53.9% | +85.9% | +37.4% |
| All | +32.0% | -54.1% | +86.1% | +37.4% |
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 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