+186.1%
XOM vs NIO
-46.0%
+232.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.2% | +2.6% | +1.4% |
| 7D | -1.5% | -1.8% | +0.3% | -1.4% |
| 30D | -3.2% | -6.6% | +3.5% | -2.9% |
| 3M | +5.0% | -29.9% | +34.9% | +6.6% |
| 6M | +12.9% | -46.6% | +59.5% | +15.8% |
| YTD | +41.3% | -36.5% | +77.8% | +43.4% |
| 1Y | +43.2% | -51.1% | +94.3% | +47.0% |
| 3Y | +77.3% | -55.2% | +132.6% | +79.1% |
| 5Y | +204.8% | -92.3% | +297.1% | +225.9% |
| All | +186.1% | -46.0% | +232.1% | +157.6% |
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