+585.7%
JPM vs NXPI
+217.4%
+368.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.7% |
| 7D | -2.3% | +0.7% | -3.0% | -2.5% |
| 30D | -2.3% | -4.2% | +1.9% | -1.2% |
| 3M | +14.9% | -20.4% | +35.3% | +21.5% |
| 6M | +23.6% | +12.5% | +11.1% | +15.7% |
| YTD | +11.3% | +5.2% | +6.1% | +5.7% |
| 1Y | +19.9% | +5.1% | +14.8% | +13.3% |
| 3Y | +162.6% | +17.7% | +144.9% | +127.9% |
| 5Y | +154.6% | +16.8% | +137.8% | +112.5% |
| All | +585.7% | +217.4% | +368.3% | +311.7% |
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