+238.9%
CRM vs NXPI
+231.6%
+7.3%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.5% | -2.5% | +0.5% |
| 7D | -4.4% | +3.9% | -8.3% | -5.6% |
| 30D | +28.1% | +1.4% | +26.8% | +27.5% |
| 3M | +48.8% | -21.5% | +70.4% | +58.6% |
| 6M | +28.3% | +19.4% | +8.8% | +13.3% |
| YTD | -6.0% | +9.9% | -16.0% | -14.8% |
| 1Y | +1.4% | +7.9% | -6.5% | -7.9% |
| 3Y | +11.8% | +22.7% | -10.8% | -8.4% |
| 5Y | -2.0% | +22.1% | -24.1% | -21.8% |
| All | +238.9% | +231.6% | +7.3% | +83.4% |
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