+840.0%
SOXX vs NIO
-38.3%
+878.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.1% | +1.0% |
| 7D | +6.1% | -4.1% | +10.2% | +6.7% |
| 30D | +0.5% | -23.2% | +23.7% | +4.2% |
| 3M | -5.3% | -29.9% | +24.6% | -0.6% |
| 6M | +58.3% | -25.1% | +83.4% | +63.6% |
| YTD | +76.8% | -27.5% | +104.3% | +83.2% |
| 1Y | +114.6% | -41.1% | +155.7% | +127.7% |
| 3Y | +229.6% | -63.1% | +292.8% | +252.5% |
| 5Y | +257.3% | -90.4% | +347.7% | +324.1% |
| All | +840.0% | -38.3% | +878.3% | +793.8% |
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