+158.1%
XLE vs NIO
-92.0%
+250.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.8% | +4.2% | +0.6% |
| 7D | -6.7% | +2.8% | -9.5% | -6.9% |
| 30D | -4.4% | -8.4% | +4.0% | -4.0% |
| 3M | +4.0% | -32.0% | +35.9% | +5.9% |
| 6M | +13.2% | -43.9% | +57.1% | +16.3% |
| YTD | +41.9% | -35.7% | +77.6% | +44.2% |
| 1Y | +41.6% | -51.1% | +92.8% | +46.2% |
| 3Y | +64.0% | -54.7% | +118.7% | +65.7% |
| 5Y | +158.1% | -91.7% | +249.8% | +184.0% |
| All | +158.1% | -92.0% | +250.1% | +184.0% |
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