+144.6%
XLE vs NIO
-46.0%
+190.6%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.2% | +3.1% | +1.9% |
| 7D | -0.2% | -1.8% | +1.6% | -0.1% |
| 30D | -4.0% | -6.6% | +2.6% | -3.6% |
| 3M | +4.6% | -29.9% | +34.5% | +6.8% |
| 6M | +12.3% | -46.6% | +58.9% | +16.4% |
| YTD | +44.5% | -36.5% | +81.0% | +47.5% |
| 1Y | +42.4% | -51.1% | +93.5% | +47.7% |
| 3Y | +67.0% | -55.2% | +122.3% | +69.4% |
| 5Y | +161.9% | -92.3% | +254.2% | +187.5% |
| All | +144.6% | -46.0% | +190.6% | +115.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling