+317.7%
SOXL vs NIO
-36.7%
+354.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +3.1% | +2.2% | +3.2% |
| 7D | +3.9% | -2.9% | +6.8% | +6.0% |
| 30D | -14.3% | -18.7% | +4.4% | -1.7% |
| 3M | -45.6% | -29.4% | -16.2% | -31.5% |
| 6M | +117.2% | -32.5% | +149.7% | +176.6% |
| YTD | +189.8% | -27.6% | +217.5% | +246.8% |
| 1Y | +317.7% | -39.2% | +357.0% | +583.2% |
| All | +317.7% | -36.7% | +354.4% | +583.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling