+177.9%
KO vs NXPI
+217.4%
-39.5%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.1% | +0.2% |
| 7D | -1.1% | +0.7% | -1.8% | -1.2% |
| 30D | +1.6% | -4.2% | +5.8% | +1.9% |
| 3M | +5.8% | -20.4% | +26.2% | +7.6% |
| 6M | +14.3% | +12.5% | +1.8% | +11.3% |
| YTD | +27.3% | +5.2% | +22.1% | +24.6% |
| 1Y | +33.2% | +5.1% | +28.1% | +30.0% |
| 3Y | +64.5% | +17.7% | +46.8% | +54.0% |
| 5Y | +83.1% | +16.8% | +66.3% | +67.6% |
| All | +177.9% | +217.4% | -39.5% | +111.7% |
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