+29.7%
RCL vs NIO
-53.4%
+83.1%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -1.2% |
| 7D | +0.6% | -1.8% | +2.4% | +0.8% |
| 30D | +19.4% | -6.6% | +26.0% | +20.5% |
| 3M | +9.8% | -29.9% | +39.6% | +15.2% |
| 6M | +28.6% | -46.6% | +75.3% | +40.2% |
| YTD | +22.2% | -36.5% | +58.6% | +27.8% |
| 1Y | +29.7% | -51.1% | +80.9% | +33.1% |
| All | +29.7% | -53.4% | +83.1% | +33.1% |
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