+48.0%
XEL vs NIO
-92.2%
+140.2%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.6% |
| 7D | +1.1% | +6.9% | -5.8% | +0.9% |
| 30D | +8.7% | -4.7% | +13.4% | +8.7% |
| 3M | +3.5% | -28.1% | +31.6% | +4.1% |
| 6M | +2.6% | -41.7% | +44.3% | +3.5% |
| YTD | +11.1% | -33.1% | +44.2% | +11.7% |
| 1Y | +2.2% | -50.3% | +52.5% | +3.3% |
| 3Y | +51.1% | -54.4% | +105.5% | +51.5% |
| 5Y | +48.0% | -91.6% | +139.6% | +49.5% |
| All | +48.0% | -92.2% | +140.2% | +49.5% |
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