+30.8%
RCL vs NIO
-52.9%
+83.8%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.8% | +4.7% | +1.4% |
| 7D | +8.5% | +2.8% | +5.7% | +8.1% |
| 30D | +20.4% | -8.4% | +28.8% | +21.7% |
| 3M | +11.0% | -32.0% | +42.9% | +16.9% |
| 6M | +24.9% | -43.9% | +68.8% | +35.1% |
| YTD | +23.9% | -35.7% | +59.5% | +29.3% |
| 1Y | +30.8% | -51.1% | +81.9% | +32.3% |
| All | +30.8% | -52.9% | +83.8% | +32.3% |
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