+102.4%
STX vs NIO
-55.0%
+157.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.9% | +1.8% | -1.5% |
| 7D | +14.6% | -14.5% | +29.1% | +20.5% |
| 30D | -26.0% | -15.0% | -11.0% | -21.9% |
| 3M | -42.6% | -35.6% | -7.1% | -34.0% |
| 6M | -35.3% | -55.7% | +20.4% | -17.1% |
| YTD | +92.5% | -43.1% | +135.6% | +126.3% |
| 1Y | +102.4% | -53.5% | +155.9% | +171.3% |
| All | +102.4% | -55.0% | +157.4% | +171.3% |
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