+43.3%
XOP vs NIO
-60.1%
+103.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.9% | +5.8% | +1.2% |
| 7D | +6.3% | -14.5% | +20.8% | +7.3% |
| 30D | -6.6% | -15.0% | +8.4% | -5.8% |
| 3M | +3.6% | -35.6% | +39.1% | +6.2% |
| 6M | +10.8% | -55.7% | +66.4% | +16.3% |
| YTD | +48.3% | -43.1% | +91.4% | +52.0% |
| 1Y | +42.9% | -53.5% | +96.5% | +49.0% |
| 3Y | +43.3% | -59.8% | +103.1% | +47.1% |
| All | +43.3% | -60.1% | +103.4% | +47.1% |
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 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