+123.8%
STX vs NIO
-54.1%
+177.9%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +3.4% | -11.6% | -9.3% |
| 7D | -20.2% | -0.6% | -19.6% | -20.0% |
| 30D | -37.2% | -3.5% | -33.7% | -36.4% |
| 3M | -34.1% | -30.7% | -3.4% | -25.9% |
| 6M | -24.5% | -45.6% | +21.2% | -8.4% |
| YTD | +102.9% | -35.3% | +138.2% | +129.9% |
| 1Y | +123.8% | -53.9% | +177.7% | +238.3% |
| All | +123.8% | -54.1% | +177.9% | +238.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling