-91.6%
SOXS vs NIO
-54.1%
-37.5%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +3.4% | +5.3% | +11.1% |
| 7D | +46.7% | -0.6% | +47.3% | +46.5% |
| 30D | +97.0% | -3.5% | +100.5% | +94.5% |
| 3M | +39.5% | -30.7% | +70.2% | +13.3% |
| 6M | -54.9% | -45.6% | -9.3% | -67.7% |
| YTD | -90.4% | -35.3% | -55.1% | -91.8% |
| 1Y | -91.6% | -53.9% | -37.7% | -95.3% |
| All | -91.6% | -54.1% | -37.5% | -95.3% |
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