+114.3%
XEL vs NIO
-46.0%
+160.3%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.2% | +2.4% | +1.2% |
| 7D | +0.7% | -1.8% | +2.6% | +0.8% |
| 30D | +9.3% | -6.6% | +16.0% | +9.4% |
| 3M | +5.3% | -29.9% | +35.1% | +5.4% |
| 6M | +2.2% | -46.6% | +48.8% | +2.5% |
| YTD | +12.3% | -36.5% | +48.8% | +12.6% |
| 1Y | +3.0% | -51.1% | +54.2% | +3.3% |
| 3Y | +51.6% | -55.2% | +106.8% | +51.6% |
| 5Y | +50.0% | -92.3% | +142.3% | +49.5% |
| All | +114.3% | -46.0% | +160.3% | +113.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling