+261.1%
RCL vs NIO
-92.1%
+353.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +5.9% | -4.6% | +0.3% |
| 7D | +6.5% | +5.6% | +0.9% | +5.4% |
| 30D | +15.9% | -4.2% | +20.1% | +16.8% |
| 3M | +2.7% | -26.3% | +29.0% | +8.3% |
| 6M | +15.2% | -42.5% | +57.8% | +26.8% |
| YTD | +19.2% | -33.5% | +52.8% | +26.5% |
| 1Y | +31.6% | -52.7% | +84.3% | +48.3% |
| 3Y | +274.2% | -57.5% | +331.7% | +296.7% |
| All | +261.1% | -92.1% | +353.2% | +396.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling