+121.1%
SBUX vs NIO
-36.8%
+157.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.3% |
| 7D | -3.9% | -6.7% | +2.8% | -3.4% |
| 30D | -2.8% | -20.0% | +17.2% | -1.3% |
| 3M | +8.2% | -30.5% | +38.7% | +11.0% |
| 6M | +4.3% | -20.7% | +25.0% | +5.5% |
| YTD | +23.3% | -25.7% | +49.0% | +25.2% |
| 1Y | +24.3% | -38.6% | +62.9% | +27.5% |
| 3Y | +15.5% | -62.3% | +77.7% | +18.9% |
| 5Y | -2.7% | -90.1% | +87.4% | +4.5% |
| All | +121.1% | -36.8% | +157.9% | +111.3% |
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 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