+9.3%
SBUX vs NIO
-59.9%
+69.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.9% | -6.6% | -1.0% |
| 7D | +1.7% | +5.6% | -3.9% | +1.4% |
| 30D | +12.6% | -4.2% | +16.9% | +12.9% |
| 3M | +0.8% | -26.3% | +27.1% | +2.5% |
| 6M | +0.2% | -42.5% | +42.7% | +3.2% |
| YTD | +27.4% | -33.5% | +61.0% | +29.7% |
| 1Y | +31.5% | -52.7% | +84.1% | +36.5% |
| 3Y | +9.3% | -57.5% | +66.7% | +11.7% |
| All | +9.3% | -59.9% | +69.1% | +11.7% |
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