+9.1%
XEL vs NIO
-38.9%
+48.0%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.9% |
| 7D | +0.9% | -4.1% | +5.0% | +0.9% |
| 30D | -0.9% | -23.2% | +22.4% | -0.8% |
| 3M | -1.4% | -29.9% | +28.5% | -1.1% |
| 6M | -5.8% | -25.1% | +19.3% | -5.5% |
| YTD | +4.7% | -27.5% | +32.2% | +5.2% |
| 1Y | +9.1% | -41.1% | +50.1% | +10.7% |
| All | +9.1% | -38.9% | +48.0% | +10.7% |
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