-99.9%
SOXS vs NIO
-93.2%
-6.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -4.9% | +16.0% | +8.2% |
| 7D | -28.4% | -14.5% | -14.0% | -34.5% |
| 30D | +19.4% | -15.0% | +34.4% | +10.6% |
| 3M | +28.2% | -35.6% | +63.7% | +2.6% |
| 6M | -37.7% | -55.7% | +17.9% | -58.9% |
| YTD | -91.6% | -43.1% | -48.5% | -93.2% |
| 1Y | -93.1% | -53.5% | -39.5% | -94.9% |
| 3Y | -99.7% | -59.8% | -39.9% | -99.7% |
| All | -99.9% | -93.2% | -6.7% | -99.9% |
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