+54.2%
XOP vs NIO
-37.4%
+91.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +1.9% | +1.7% |
| 7D | +0.6% | -6.7% | +7.3% | +0.6% |
| 30D | +16.5% | -20.0% | +36.6% | +16.6% |
| 3M | +15.7% | -30.5% | +46.2% | +15.8% |
| 6M | +19.2% | -20.7% | +39.9% | +18.4% |
| YTD | +55.0% | -25.7% | +80.6% | +54.4% |
| 1Y | +54.2% | -38.6% | +92.8% | +61.8% |
| All | +54.2% | -37.4% | +91.5% | +61.8% |
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 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