+97.7%
XEL vs NIO
-40.3%
+138.0%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.2% | +2.2% | -1.0% |
| 7D | -1.2% | -7.3% | +6.0% | -1.2% |
| 30D | -2.9% | -22.5% | +19.6% | -2.8% |
| 3M | -2.7% | -30.9% | +28.2% | -2.5% |
| 6M | -6.5% | -37.2% | +30.7% | -6.3% |
| YTD | +3.6% | -29.8% | +33.4% | +3.8% |
| 1Y | +7.5% | -37.4% | +44.9% | +7.7% |
| 3Y | +46.3% | -64.3% | +110.7% | +46.4% |
| 5Y | +30.5% | -90.6% | +121.1% | +30.1% |
| All | +97.7% | -40.3% | +138.0% | +96.4% |
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 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