+73.6%
SLB vs NIO
-92.1%
+165.7%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.2% | +3.3% | +2.2% |
| 7D | -1.2% | -1.8% | +0.7% | -1.1% |
| 30D | +4.5% | -6.6% | +11.1% | +4.9% |
| 3M | -4.6% | -29.9% | +25.3% | -2.4% |
| 6M | -6.3% | -46.6% | +40.4% | -2.5% |
| YTD | +35.0% | -36.5% | +71.4% | +38.0% |
| 1Y | +38.8% | -51.1% | +89.9% | +44.6% |
| 3Y | +3.3% | -55.2% | +58.5% | +4.7% |
| 5Y | +73.6% | -92.3% | +165.9% | +100.9% |
| All | +73.6% | -92.1% | +165.7% | +100.9% |
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