+76.4%
SLB vs NIO
-93.2%
+169.5%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.9% | +6.4% | +1.8% |
| 7D | +3.5% | -14.5% | +18.0% | +4.6% |
| 30D | +6.5% | -15.0% | +21.5% | +7.6% |
| 3M | -0.2% | -35.6% | +35.3% | +2.6% |
| 6M | -5.7% | -55.7% | +49.9% | -0.6% |
| YTD | +36.8% | -43.1% | +80.0% | +41.0% |
| 1Y | +45.8% | -53.5% | +99.3% | +52.3% |
| 3Y | +3.4% | -59.8% | +63.2% | +5.5% |
| All | +76.4% | -93.2% | +169.5% | +105.4% |
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