+1,268.2%
STX vs NIO
-45.3%
+1,313.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.8% | +2.9% | -0.5% |
| 7D | -17.3% | +2.8% | -20.1% | -17.5% |
| 30D | -35.9% | -8.4% | -27.6% | -35.4% |
| 3M | -37.3% | -32.0% | -5.4% | -35.0% |
| 6M | -35.8% | -43.9% | +8.1% | -32.3% |
| YTD | +82.7% | -35.7% | +118.4% | +89.8% |
| 1Y | +71.6% | -51.1% | +122.7% | +82.6% |
| 3Y | +635.3% | -54.7% | +690.0% | +659.0% |
| 5Y | +483.8% | -91.7% | +575.5% | +551.5% |
| All | +1,268.2% | -45.3% | +1,313.5% | +1,255.9% |
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