+443.6%
STX vs NIO
-92.1%
+535.7%
-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% | -7.1% | -2.2% |
| 7D | -28.5% | +5.6% | -34.1% | -29.1% |
| 30D | -42.9% | -4.2% | -38.7% | -42.5% |
| 3M | -45.9% | -26.3% | -19.6% | -43.2% |
| 6M | -41.3% | -42.5% | +1.2% | -35.9% |
| YTD | +67.9% | -33.5% | +101.5% | +78.0% |
| 1Y | +66.5% | -52.7% | +119.2% | +85.4% |
| 3Y | +588.0% | -57.5% | +645.4% | +633.8% |
| All | +443.6% | -92.1% | +535.7% | +612.4% |
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