-0.5%
ROL vs NIO
-90.7%
+90.2%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.0% | +0.5% |
| 7D | -1.4% | -13.0% | +11.6% | -1.0% |
| 30D | -4.1% | -18.3% | +14.2% | -3.4% |
| 3M | -22.5% | -33.2% | +10.7% | -21.5% |
| 6M | -37.7% | -21.5% | -16.2% | -37.4% |
| YTD | -39.6% | -25.5% | -14.1% | -39.2% |
| 1Y | -36.0% | -38.0% | +2.0% | -35.3% |
| 3Y | -5.1% | -65.5% | +60.3% | -3.1% |
| All | -0.5% | -90.7% | +90.2% | +7.3% |
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 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