+29.7%
XOP vs NIO
-59.9%
+89.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.9% | -6.1% | -0.5% |
| 7D | -14.7% | +5.6% | -20.3% | -15.0% |
| 30D | -7.7% | -4.2% | -3.4% | -7.5% |
| 3M | +4.4% | -26.3% | +30.7% | +6.4% |
| 6M | +3.5% | -42.5% | +46.1% | +7.0% |
| YTD | +39.4% | -33.5% | +72.9% | +41.7% |
| 1Y | +39.8% | -52.7% | +92.4% | +46.1% |
| 3Y | +29.7% | -57.5% | +87.1% | +33.7% |
| All | +29.7% | -59.9% | +89.5% | +33.7% |
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