+3.2%
SLB vs NIO
-56.4%
+59.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.9% |
| 7D | -3.7% | +6.9% | -10.6% | -4.2% |
| 30D | +2.9% | -4.7% | +7.7% | +3.2% |
| 3M | +0.2% | -28.1% | +28.3% | +2.6% |
| 6M | -4.4% | -41.7% | +37.3% | -0.8% |
| YTD | +33.4% | -33.1% | +66.6% | +36.1% |
| 1Y | +40.8% | -50.3% | +91.1% | +47.5% |
| 3Y | +3.2% | -54.4% | +57.5% | +5.2% |
| All | +3.2% | -56.4% | +59.6% | +5.2% |
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