+99.9%
USO vs NIO
-37.4%
+137.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.3% | +3.1% | +2.9% |
| 7D | +3.6% | -6.7% | +10.2% | +3.3% |
| 30D | +23.8% | -20.0% | +43.8% | +23.0% |
| 3M | +8.1% | -30.5% | +38.5% | +7.0% |
| 6M | +34.3% | -20.7% | +55.0% | +32.2% |
| YTD | +111.1% | -25.7% | +136.8% | +108.2% |
| 1Y | +99.9% | -38.6% | +138.5% | +105.6% |
| All | +99.9% | -37.4% | +137.3% | +105.6% |
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