+52.7%
XOM vs NIO
-38.9%
+91.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.4% | +4.6% | +2.2% |
| 7D | 0.0% | -4.1% | +4.2% | -0.1% |
| 30D | +3.4% | -23.2% | +26.7% | +2.7% |
| 3M | +11.0% | -29.9% | +40.9% | +10.0% |
| 6M | +10.6% | -25.1% | +35.7% | +10.0% |
| YTD | +39.2% | -27.5% | +66.7% | +38.5% |
| 1Y | +52.7% | -41.1% | +93.8% | +54.1% |
| All | +52.7% | -38.9% | +91.7% | +54.1% |
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