+215.6%
XME vs NIO
-46.0%
+261.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +0.8% |
| 7D | +1.5% | -1.8% | +3.3% | +1.7% |
| 30D | -7.3% | -6.6% | -0.6% | -6.5% |
| 3M | -17.4% | -29.9% | +12.4% | -14.1% |
| 6M | -21.8% | -46.6% | +24.8% | -16.3% |
| YTD | -6.0% | -36.5% | +30.5% | -1.8% |
| 1Y | +3.8% | -51.1% | +54.9% | +11.4% |
| 3Y | +100.0% | -55.2% | +155.3% | +107.6% |
| 5Y | +116.1% | -92.3% | +208.4% | +151.4% |
| All | +215.6% | -46.0% | +261.6% | +197.8% |
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