+1,280.5%
STX vs NIO
-43.2%
+1,323.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +0.6% | +9.2% | +9.7% |
| 7D | -14.8% | +6.9% | -21.7% | -15.3% |
| 30D | -35.4% | -4.7% | -30.6% | -35.0% |
| 3M | -37.7% | -28.1% | -9.6% | -35.7% |
| 6M | -35.2% | -41.7% | +6.5% | -31.9% |
| YTD | +84.4% | -33.1% | +117.5% | +90.8% |
| 1Y | +82.3% | -50.3% | +132.5% | +93.5% |
| 3Y | +646.2% | -54.4% | +700.6% | +669.5% |
| 5Y | +487.4% | -91.6% | +579.0% | +554.0% |
| All | +1,280.5% | -43.2% | +1,323.7% | +1,263.0% |
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