+481.0%
STX vs NIO
-92.9%
+573.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.9% | +4.7% | -0.2% |
| 7D | +16.8% | -4.7% | +21.5% | +17.7% |
| 30D | -27.0% | -14.3% | -12.7% | -25.2% |
| 3M | -37.9% | -32.8% | -5.1% | -33.8% |
| 6M | -32.5% | -49.8% | +17.3% | -24.8% |
| YTD | +98.6% | -40.2% | +138.8% | +114.0% |
| 1Y | +93.6% | -52.7% | +146.3% | +115.9% |
| 3Y | +699.1% | -57.9% | +756.9% | +751.6% |
| 5Y | +481.0% | -92.9% | +573.9% | +622.2% |
| All | +481.0% | -92.9% | +573.9% | +622.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling