+1,135.7%
SOXL vs NIO
-36.7%
+1,172.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.6% | +11.4% | +10.5% |
| 7D | +5.3% | -13.0% | +18.4% | +11.5% |
| 30D | -11.2% | -18.3% | +7.1% | -3.5% |
| 3M | -55.4% | -33.2% | -22.1% | -46.5% |
| 6M | +107.1% | -21.5% | +128.6% | +127.4% |
| YTD | +179.0% | -25.5% | +204.5% | +213.4% |
| 1Y | +357.4% | -38.0% | +395.4% | +454.5% |
| 3Y | +397.5% | -65.5% | +462.9% | +575.3% |
| 5Y | +155.9% | -90.6% | +246.5% | +447.6% |
| All | +1,135.7% | -36.7% | +1,172.4% | +1,385.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling