+109.6%
XLP vs NIO
-51.7%
+161.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.9% | +6.3% | +1.5% |
| 7D | +2.5% | -14.5% | +17.0% | +2.8% |
| 30D | +7.3% | -15.0% | +22.3% | +7.6% |
| 3M | +8.1% | -35.6% | +43.6% | +8.9% |
| 6M | +10.5% | -55.7% | +66.1% | +12.0% |
| YTD | +21.2% | -43.1% | +64.3% | +22.1% |
| 1Y | +22.7% | -53.5% | +76.2% | +24.2% |
| 3Y | +44.8% | -59.8% | +104.6% | +45.6% |
| 5Y | +44.7% | -93.2% | +137.9% | +48.2% |
| All | +109.6% | -51.7% | +161.2% | +104.2% |
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