+82.6%
KO vs NXPI
+20.7%
+61.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.5% | -4.0% | +0.4% |
| 7D | +0.2% | +3.9% | -3.6% | +0.2% |
| 30D | +1.8% | +1.4% | +0.4% | +1.8% |
| 3M | +7.7% | -21.5% | +29.2% | +8.3% |
| 6M | +15.3% | +19.4% | -4.2% | +13.5% |
| YTD | +28.0% | +9.9% | +18.0% | +26.3% |
| 1Y | +34.3% | +7.9% | +26.4% | +32.5% |
| 3Y | +63.8% | +22.7% | +41.1% | +56.9% |
| All | +82.6% | +20.7% | +61.8% | +70.3% |
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