+484.2%
SOXL vs NIO
-62.3%
+546.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.4% | +5.2% |
| 7D | +16.4% | -6.7% | +23.0% | +19.7% |
| 30D | -12.1% | -20.0% | +7.9% | -3.4% |
| 3M | -41.7% | -30.5% | -11.2% | -31.7% |
| 6M | +157.4% | -20.7% | +178.1% | +183.1% |
| YTD | +193.3% | -25.7% | +219.0% | +231.2% |
| 1Y | +355.3% | -38.6% | +393.9% | +458.9% |
| 3Y | +484.2% | -62.3% | +546.4% | +625.6% |
| All | +484.2% | -62.3% | +546.5% | +625.6% |
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