+284.7%
XME vs NIO
-36.7%
+321.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.4% |
| 7D | -0.1% | -13.0% | +12.9% | +1.4% |
| 30D | +6.0% | -18.3% | +24.3% | +8.4% |
| 3M | -7.7% | -33.2% | +25.5% | -3.5% |
| 6M | +1.0% | -21.5% | +22.4% | +3.2% |
| YTD | +14.6% | -25.5% | +40.1% | +17.6% |
| 1Y | +46.0% | -38.0% | +84.0% | +52.0% |
| 3Y | +127.0% | -65.5% | +192.5% | +141.1% |
| 5Y | +175.8% | -90.6% | +266.4% | +213.8% |
| All | +284.7% | -36.7% | +321.4% | +256.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling