-30.0%
RIVN vs NIO
-62.3%
+32.3%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.3% | +3.0% | +2.8% |
| 7D | +4.1% | -6.7% | +10.7% | +6.7% |
| 30D | +1.1% | -20.0% | +21.1% | +9.6% |
| 3M | -4.0% | -30.5% | +26.5% | +9.7% |
| 6M | +5.2% | -20.7% | +25.9% | +13.0% |
| YTD | -18.0% | -25.7% | +7.7% | -10.3% |
| 1Y | +15.6% | -38.6% | +54.2% | +31.8% |
| 3Y | -30.0% | -62.3% | +32.3% | -9.3% |
| All | -30.0% | -62.3% | +32.3% | -9.3% |
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 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