-98.7%
SPXU vs NIO
-36.7%
-62.0%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +2.8% | +1.0% |
| 7D | -0.1% | -13.0% | +12.9% | -2.9% |
| 30D | +0.8% | -18.3% | +19.1% | -3.1% |
| 3M | -4.7% | -33.2% | +28.5% | -11.8% |
| 6M | -29.6% | -21.5% | -8.1% | -31.7% |
| YTD | -29.9% | -25.5% | -4.4% | -32.4% |
| 1Y | -39.1% | -38.0% | -1.1% | -42.7% |
| 3Y | -80.0% | -65.5% | -14.6% | -81.4% |
| 5Y | -86.0% | -90.6% | +4.5% | -87.5% |
| All | -98.7% | -36.7% | -62.0% | -98.1% |
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