+149.9%
XLE vs NIO
-92.1%
+242.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.9% | -6.0% | -0.3% |
| 7D | -12.0% | +5.6% | -17.6% | -12.3% |
| 30D | -2.7% | -4.2% | +1.5% | -2.6% |
| 3M | +6.6% | -26.3% | +32.9% | +8.1% |
| 6M | +9.5% | -42.5% | +52.1% | +12.4% |
| YTD | +40.6% | -33.5% | +74.1% | +42.6% |
| 1Y | +43.6% | -52.7% | +96.3% | +48.5% |
| 3Y | +58.1% | -57.5% | +115.5% | +60.4% |
| All | +149.9% | -92.1% | +242.0% | +177.9% |
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