+89.8%
XRT vs NIO
-36.7%
+126.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.5% | +1.2% |
| 7D | +0.8% | -13.0% | +13.8% | +2.2% |
| 30D | -4.2% | -18.3% | +14.1% | -2.3% |
| 3M | +5.1% | -33.2% | +38.3% | +9.3% |
| 6M | +2.4% | -21.5% | +23.9% | +4.1% |
| YTD | +3.2% | -25.5% | +28.7% | +5.2% |
| 1Y | +1.5% | -38.0% | +39.5% | +5.0% |
| 3Y | +40.6% | -65.5% | +106.0% | +48.0% |
| 5Y | -1.0% | -90.6% | +89.6% | +11.7% |
| All | +89.8% | -36.7% | +126.5% | +77.6% |
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