+30.0%
SCCO vs NIO
-53.2%
+83.2%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -5.9% | +3.3% | -0.8% |
| 7D | +1.7% | -4.7% | +6.4% | +3.1% |
| 30D | -18.1% | -14.3% | -3.8% | -14.4% |
| 3M | -12.8% | -32.8% | +20.0% | -3.3% |
| 6M | -8.5% | -49.8% | +41.4% | +8.8% |
| YTD | +23.9% | -40.2% | +64.1% | +41.0% |
| 1Y | +30.0% | -52.7% | +82.7% | +59.1% |
| All | +30.0% | -53.2% | +83.2% | +59.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling