+64.6%
XLC vs NIO
-55.4%
+120.0%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +0.8% |
| 7D | +3.5% | -1.8% | +5.3% | +3.6% |
| 30D | -2.6% | -6.6% | +4.1% | -2.2% |
| 3M | -2.1% | -29.9% | +27.8% | -0.3% |
| 6M | -5.5% | -46.6% | +41.1% | -2.5% |
| YTD | -6.9% | -36.5% | +29.6% | -5.1% |
| 1Y | -3.7% | -51.1% | +47.4% | -0.6% |
| All | +64.6% | -55.4% | +120.0% | +66.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling