+708.1%
STX vs NIO
-55.4%
+763.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -1.2% | +11.2% | +10.2% |
| 7D | -1.0% | -1.8% | +0.9% | -0.7% |
| 30D | -26.8% | -6.6% | -20.1% | -26.0% |
| 3M | -32.7% | -29.9% | -2.8% | -29.5% |
| 6M | -33.7% | -46.6% | +12.9% | -28.3% |
| YTD | +101.0% | -36.5% | +137.5% | +112.3% |
| 1Y | +92.7% | -51.1% | +143.8% | +108.3% |
| All | +708.1% | -55.4% | +763.6% | +759.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling