+28.1%
XEL vs NIO
-90.3%
+118.4%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.7% | -0.8% |
| 7D | -1.0% | -13.0% | +12.1% | -0.7% |
| 30D | -1.9% | -18.3% | +16.4% | -1.6% |
| 3M | -1.9% | -33.2% | +31.3% | -1.3% |
| 6M | -7.4% | -21.5% | +14.0% | -7.2% |
| YTD | +4.1% | -25.5% | +29.5% | +4.4% |
| 1Y | +8.0% | -38.0% | +46.1% | +8.6% |
| 3Y | +48.4% | -65.5% | +113.8% | +49.2% |
| All | +28.1% | -90.3% | +118.4% | +24.7% |
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 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