+241.9%
RCL vs NIO
-60.1%
+302.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.9% | +5.3% | +0.8% |
| 7D | -1.2% | -14.5% | +13.3% | +0.1% |
| 30D | +17.8% | -15.0% | +32.8% | +19.4% |
| 3M | +4.9% | -35.6% | +40.5% | +8.7% |
| 6M | +23.7% | -55.7% | +79.4% | +31.8% |
| YTD | +17.8% | -43.1% | +61.0% | +22.7% |
| 1Y | +28.9% | -53.5% | +82.5% | +35.9% |
| 3Y | +241.9% | -59.8% | +301.7% | +265.0% |
| All | +241.9% | -60.1% | +302.0% | +265.0% |
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