+352.4%
SCCO vs NIO
-90.0%
+442.4%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.3% | +5.2% | +5.0% |
| 7D | +3.4% | -6.7% | +10.1% | +4.8% |
| 30D | +6.6% | -20.0% | +26.7% | +11.4% |
| 3M | +24.5% | -30.5% | +54.9% | +33.5% |
| 6M | +16.5% | -20.7% | +37.2% | +21.0% |
| YTD | +52.1% | -25.7% | +77.8% | +59.5% |
| 1Y | +114.2% | -38.6% | +152.7% | +131.6% |
| 3Y | +207.4% | -62.3% | +269.7% | +239.2% |
| All | +352.4% | -90.0% | +442.4% | +498.7% |
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 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