+185.0%
XME vs NIO
-90.3%
+275.4%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.2% |
| 7D | +3.6% | -6.7% | +10.3% | +4.7% |
| 30D | +3.6% | -20.0% | +23.7% | +7.3% |
| 3M | +1.2% | -30.5% | +31.7% | +7.0% |
| 6M | +9.0% | -20.7% | +29.8% | +12.2% |
| YTD | +15.9% | -25.7% | +41.6% | +20.1% |
| 1Y | +43.2% | -38.6% | +81.8% | +51.9% |
| 3Y | +137.4% | -62.3% | +199.6% | +156.5% |
| 5Y | +185.0% | -90.1% | +275.1% | +267.0% |
| All | +185.0% | -90.3% | +275.4% | +267.0% |
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