+43.2%
XOM vs NIO
-53.4%
+96.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.2% | +2.6% | +1.3% |
| 7D | -1.5% | -1.8% | +0.3% | -1.6% |
| 30D | -3.2% | -6.6% | +3.5% | -3.4% |
| 3M | +5.0% | -29.9% | +34.9% | +3.6% |
| 6M | +12.9% | -46.6% | +59.5% | +10.2% |
| YTD | +41.3% | -36.5% | +77.8% | +39.6% |
| 1Y | +43.2% | -51.1% | +94.3% | +40.9% |
| All | +43.2% | -53.4% | +96.6% | +40.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling