+32.5%
DIS vs NXPI
+209.0%
-176.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.0% | -1.9% | -0.5% |
| 7D | +4.4% | -0.5% | +4.9% | +4.5% |
| 30D | +10.3% | +15.0% | -4.6% | +5.7% |
| 3M | +15.5% | +12.6% | +3.0% | +10.9% |
| 6M | +11.2% | -10.6% | +21.8% | +12.4% |
| YTD | +5.6% | +22.1% | -16.5% | -5.1% |
| 1Y | +7.7% | +29.8% | -22.0% | -5.4% |
| 3Y | +39.3% | +47.8% | -8.5% | +11.9% |
| 5Y | -29.5% | +33.9% | -63.4% | -43.5% |
| All | +32.5% | +209.0% | -176.6% | -23.2% |
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