+31.8%
CVS vs NXPI
+16.5%
+15.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | -1.9% | -2.3% | +0.4% | -1.7% |
| 30D | -0.3% | -4.3% | +4.0% | +0.1% |
| 3M | -1.1% | -24.7% | +23.5% | +1.6% |
| 6M | +23.7% | +9.7% | +14.0% | +21.1% |
| YTD | +23.0% | +3.8% | +19.2% | +20.9% |
| 1Y | +37.2% | +1.6% | +35.5% | +34.8% |
| 3Y | +62.4% | +16.0% | +46.4% | +53.3% |
| 5Y | +31.8% | +16.1% | +15.7% | +18.2% |
| All | +31.8% | +16.5% | +15.4% | +18.2% |
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 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