+3.0%
SBUX vs NIO
-92.1%
+95.1%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.9% | -6.6% | -1.4% |
| 7D | +1.7% | +5.6% | -3.9% | +1.0% |
| 30D | +12.6% | -4.2% | +16.9% | +13.1% |
| 3M | +0.8% | -26.3% | +27.1% | +4.2% |
| 6M | +0.2% | -42.5% | +42.7% | +6.3% |
| YTD | +27.4% | -33.5% | +61.0% | +31.9% |
| 1Y | +31.5% | -52.7% | +84.1% | +41.7% |
| 3Y | +9.3% | -57.5% | +66.7% | +13.3% |
| All | +3.0% | -92.1% | +95.1% | +16.9% |
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