+53.4%
XOM vs NIO
-62.3%
+115.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.8% |
| 7D | -2.4% | -6.7% | +4.3% | -2.2% |
| 30D | +5.7% | -20.0% | +25.7% | +6.4% |
| 3M | +6.6% | -30.5% | +37.0% | +7.7% |
| 6M | +7.7% | -20.7% | +28.4% | +8.0% |
| YTD | +36.2% | -25.7% | +61.9% | +36.9% |
| 1Y | +50.5% | -38.6% | +89.1% | +52.2% |
| 3Y | +53.4% | -62.3% | +115.6% | +52.8% |
| All | +53.4% | -62.3% | +115.7% | +52.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling