+262.8%
SCCO vs NIO
-92.1%
+354.8%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +1.6% |
| 7D | -2.4% | -1.8% | -0.6% | -2.0% |
| 30D | -16.5% | -6.6% | -9.8% | -15.3% |
| 3M | -10.4% | -29.9% | +19.5% | -3.9% |
| 6M | -2.8% | -46.6% | +43.9% | +9.5% |
| YTD | +27.2% | -36.5% | +63.6% | +37.5% |
| 1Y | +33.6% | -51.1% | +84.8% | +51.4% |
| 3Y | +182.4% | -55.2% | +237.6% | +203.5% |
| 5Y | +262.8% | -92.3% | +355.1% | +358.5% |
| All | +262.8% | -92.1% | +354.8% | +358.5% |
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