+501.7%
SPCX vs NIO
-8.6%
+510.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.6% | +5.2% | +6.6% |
| 7D | +4.2% | +6.9% | -2.7% | +12.4% |
| 30D | -12.6% | -4.7% | -7.9% | -19.1% |
| 3M | +6.7% | -28.1% | +34.8% | -33.2% |
| 6M | +546.4% | -45.4% | +591.7% | +238.5% |
| YTD | +552.1% | -33.1% | +585.3% | +241.7% |
| 1Y | +453.2% | -50.3% | +503.5% | +189.5% |
| All | +501.7% | -8.6% | +510.3% | +217.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling