-100.0%
SOXS vs NIO
-64.4%
-35.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.5% | -3.0% |
| 7D | -16.6% | -4.1% | -12.4% | -18.2% |
| 30D | -4.4% | -23.2% | +18.9% | -14.8% |
| 3M | -26.2% | -29.9% | +3.7% | -36.2% |
| 6M | -99.3% | -25.1% | -74.2% | -99.3% |
| YTD | -99.5% | -27.5% | -72.1% | -99.5% |
| 1Y | -99.8% | -41.1% | -58.7% | -99.8% |
| All | -100.0% | -64.4% | -35.6% | -100.0% |
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