+109.8%
AAPL vs NXPI
+16.5%
+93.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | 0.0% | -0.2% |
| 7D | -3.0% | -2.3% | -0.7% | -2.2% |
| 30D | +2.3% | -4.3% | +6.6% | +3.7% |
| 3M | +8.6% | -24.7% | +33.3% | +18.0% |
| 6M | +21.6% | +9.7% | +11.8% | +12.3% |
| YTD | +16.3% | +3.8% | +12.5% | +9.0% |
| 1Y | +35.1% | +1.6% | +33.4% | +26.6% |
| 3Y | +79.4% | +16.0% | +63.3% | +48.2% |
| 5Y | +109.8% | +16.1% | +93.7% | +62.8% |
| All | +109.8% | +16.5% | +93.4% | +62.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NXPI.
Daily Out/Under-Performance
Portfolio return minus NXPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXPI 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 5y: compounded portfolio wealth divided by compounded NXPI 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…
5y analysis · Full analysis span regression · 6 months rolling