+132.4%
SBUX vs NIO
-49.2%
+181.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -5.9% | +3.5% | -2.0% |
| 7D | +1.0% | -4.7% | +5.7% | +1.4% |
| 30D | +16.6% | -14.3% | +30.9% | +17.9% |
| 3M | -0.6% | -32.8% | +32.3% | +2.3% |
| 6M | +1.8% | -49.8% | +51.6% | +6.7% |
| YTD | +29.7% | -40.2% | +69.9% | +33.6% |
| 1Y | +26.1% | -52.7% | +78.8% | +32.1% |
| 3Y | +10.3% | -57.9% | +68.1% | +12.7% |
| 5Y | +7.6% | -92.9% | +100.5% | +17.9% |
| All | +132.4% | -49.2% | +181.6% | +125.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling