+98.5%
XEL vs NIO
-36.7%
+135.2%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.7% | -0.8% |
| 7D | -1.0% | -13.0% | +12.1% | -0.9% |
| 30D | -1.9% | -18.3% | +16.4% | -1.8% |
| 3M | -1.9% | -33.2% | +31.3% | -1.7% |
| 6M | -7.4% | -21.5% | +14.0% | -7.4% |
| YTD | +4.1% | -25.5% | +29.5% | +4.2% |
| 1Y | +8.0% | -38.0% | +46.1% | +8.2% |
| 3Y | +48.4% | -65.5% | +113.8% | +48.4% |
| 5Y | +27.2% | -90.6% | +117.8% | +26.8% |
| All | +98.5% | -36.7% | +135.2% | +97.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling