+37.5%
XOP vs NIO
-36.7%
+74.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.7% | -0.7% |
| 7D | +2.6% | -13.0% | +15.6% | +3.9% |
| 30D | +15.4% | -18.3% | +33.7% | +17.7% |
| 3M | +12.1% | -33.2% | +45.3% | +16.4% |
| 6M | +19.7% | -21.5% | +41.2% | +21.4% |
| YTD | +52.4% | -25.5% | +77.9% | +55.1% |
| 1Y | +47.6% | -38.0% | +85.6% | +52.2% |
| 3Y | +34.4% | -65.5% | +99.8% | +41.0% |
| 5Y | +154.4% | -90.6% | +245.0% | +188.9% |
| All | +37.5% | -36.7% | +74.2% | +18.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling