+238.2%
HL vs NXPI
+16.4%
+221.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.4% | -5.4% | -4.5% |
| 7D | -5.6% | +0.7% | -6.3% | -5.9% |
| 30D | +12.7% | -4.2% | +16.9% | +14.6% |
| 3M | +42.5% | -20.4% | +62.9% | +55.1% |
| 6M | -9.0% | +12.5% | -21.5% | -14.0% |
| YTD | +4.4% | +5.2% | -0.8% | +1.3% |
| 1Y | +82.7% | +5.1% | +77.6% | +76.9% |
| 3Y | +406.3% | +17.7% | +388.6% | +346.8% |
| 5Y | +238.2% | +16.8% | +221.3% | +161.0% |
| All | +238.2% | +16.4% | +221.8% | +161.0% |
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