+2,169.2%
COST vs NXPI
+1,889.2%
+280.0%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.3% | -1.2% |
| 7D | -3.1% | +1.9% | -5.0% | -3.4% |
| 30D | -2.8% | -1.4% | -1.4% | -2.6% |
| 3M | -5.7% | -29.1% | +23.4% | -1.5% |
| 6M | -8.8% | +6.2% | -15.0% | -11.1% |
| YTD | +6.7% | +5.9% | +0.8% | +3.7% |
| 1Y | -3.6% | +2.9% | -6.5% | -6.2% |
| 3Y | +75.1% | +14.5% | +60.6% | +63.6% |
| 5Y | +108.9% | +17.1% | +91.9% | +91.5% |
| 10Y | +586.2% | +193.4% | +392.8% | +438.8% |
| All | +2,169.2% | +1,889.2% | +280.0% | +1,331.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling