+606.1%
COST vs NXPI
+231.6%
+374.5%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.5% | -4.2% | -0.5% |
| 7D | -1.2% | +3.9% | -5.1% | -1.9% |
| 30D | -4.7% | +1.4% | -6.1% | -5.0% |
| 3M | -7.1% | -21.5% | +14.4% | -3.7% |
| 6M | -8.5% | +19.4% | -27.9% | -13.6% |
| YTD | +5.4% | +9.9% | -4.6% | +0.8% |
| 1Y | -5.6% | +7.9% | -13.5% | -9.8% |
| 3Y | +68.5% | +22.7% | +45.8% | +51.5% |
| 5Y | +105.2% | +22.1% | +83.2% | +80.3% |
| All | +606.1% | +231.6% | +374.5% | +409.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling