+362.8%
HPE vs NXPI
+16.5%
+346.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.2% | +5.4% | +5.2% |
| 7D | +13.6% | -2.3% | +15.9% | +14.7% |
| 30D | +7.7% | -4.3% | +12.0% | +9.7% |
| 3M | +22.4% | -24.7% | +47.0% | +38.4% |
| 6M | +172.6% | +9.7% | +162.9% | +153.9% |
| YTD | +147.5% | +3.8% | +143.7% | +135.4% |
| 1Y | +151.8% | +1.6% | +150.2% | +140.5% |
| 3Y | +267.1% | +16.0% | +251.0% | +214.8% |
| 5Y | +362.8% | +16.1% | +346.6% | +264.6% |
| All | +362.8% | +16.5% | +346.3% | +264.6% |
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