+35.2%
XOP vs NIO
-62.6%
+97.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.7% | -0.7% |
| 7D | +2.6% | -13.0% | +15.6% | +3.4% |
| 30D | +15.4% | -18.3% | +33.7% | +16.9% |
| 3M | +12.1% | -33.2% | +45.3% | +14.8% |
| 6M | +19.7% | -21.5% | +41.2% | +20.5% |
| YTD | +52.4% | -25.5% | +77.9% | +53.9% |
| 1Y | +47.6% | -38.0% | +85.6% | +50.8% |
| All | +35.2% | -62.6% | +97.8% | +37.2% |
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