+35.8%
XLC vs NIO
-92.1%
+127.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +5.9% | -5.5% | -0.2% |
| 7D | +4.9% | +5.6% | -0.7% | +4.2% |
| 30D | -5.8% | -4.2% | -1.6% | -5.4% |
| 3M | -5.4% | -26.3% | +20.9% | -2.4% |
| 6M | -10.2% | -42.5% | +32.4% | -4.9% |
| YTD | -10.2% | -33.5% | +23.4% | -7.1% |
| 1Y | -5.6% | -52.7% | +47.0% | +1.4% |
| 3Y | +61.0% | -57.5% | +118.5% | +66.8% |
| All | +35.8% | -92.1% | +127.9% | +59.6% |
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 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