+292.2%
RCL vs NIO
-93.2%
+385.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.9% | +5.3% | +1.3% |
| 7D | -1.2% | -14.5% | +13.3% | +1.7% |
| 30D | +17.8% | -15.0% | +32.8% | +21.4% |
| 3M | +4.9% | -35.6% | +40.5% | +13.6% |
| 6M | +23.7% | -55.7% | +79.4% | +43.1% |
| YTD | +17.8% | -43.1% | +61.0% | +28.7% |
| 1Y | +28.9% | -53.5% | +82.5% | +45.8% |
| 3Y | +241.9% | -59.8% | +301.7% | +263.2% |
| All | +292.2% | -93.2% | +385.4% | +491.5% |
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