-4.5%
SLB vs NIO
-59.9%
+55.4%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.9% | -5.4% | +0.1% |
| 7D | -7.1% | +5.6% | -12.7% | -7.5% |
| 30D | +4.1% | -4.2% | +8.3% | +4.4% |
| 3M | -2.6% | -26.3% | +23.7% | -0.5% |
| 6M | -8.6% | -42.5% | +34.0% | -4.9% |
| YTD | +32.2% | -33.5% | +65.7% | +35.0% |
| 1Y | +40.7% | -52.7% | +93.3% | +48.1% |
| 3Y | -4.5% | -57.5% | +52.9% | -2.5% |
| All | -4.5% | -59.9% | +55.4% | -2.5% |
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 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