+158.3%
CAT vs NXPI
+51.1%
+107.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.5% |
| 7D | +7.4% | +6.8% | +0.7% | +4.9% |
| 30D | -19.7% | +20.0% | -39.7% | -25.2% |
| 3M | -29.6% | +14.8% | -44.4% | -33.3% |
| 6M | -33.2% | -10.5% | -22.7% | -30.9% |
| YTD | +5.7% | +23.7% | -18.1% | -3.9% |
| 1Y | +9.3% | +34.1% | -24.7% | -3.5% |
| 3Y | +158.3% | +51.2% | +107.1% | +104.5% |
| All | +158.3% | +51.1% | +107.2% | +104.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling