+184.8%
SOXL vs NIO
-90.3%
+275.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.5% | +3.5% |
| 7D | +18.4% | -4.1% | +22.5% | +21.1% |
| 30D | -3.2% | -23.2% | +20.1% | +12.5% |
| 3M | -37.6% | -29.9% | -7.7% | -23.3% |
| 6M | +136.1% | -25.1% | +161.2% | +173.5% |
| YTD | +199.5% | -27.5% | +226.9% | +253.7% |
| 1Y | +363.2% | -41.1% | +404.3% | +515.2% |
| 3Y | +496.5% | -63.1% | +559.6% | +754.1% |
| 5Y | +184.8% | -90.4% | +275.2% | +797.9% |
| All | +184.8% | -90.3% | +275.1% | +797.9% |
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