+465.0%
JPM vs NXPI
+208.4%
+256.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.8% | +1.2% |
| 7D | +3.5% | +6.8% | -3.3% | +1.5% |
| 30D | +3.3% | +20.0% | -16.8% | -2.3% |
| 3M | -4.2% | +14.8% | -19.0% | -8.4% |
| 6M | +16.4% | -10.5% | +26.9% | +18.2% |
| YTD | +9.5% | +23.7% | -14.2% | -1.4% |
| 1Y | +14.0% | +34.1% | -20.1% | -0.2% |
| 3Y | +153.1% | +51.2% | +101.8% | +101.7% |
| 5Y | +134.9% | +33.4% | +101.5% | +87.3% |
| All | +465.0% | +208.4% | +256.6% | +206.8% |
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