+1,402.3%
LITE vs NXPI
+185.6%
+1,216.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.6% | +4.1% | +4.7% |
| 7D | -35.9% | -4.4% | -31.6% | -33.6% |
| 30D | -51.5% | +5.6% | -57.1% | -52.6% |
| 3M | -35.7% | +7.6% | -43.3% | -38.0% |
| 6M | -43.0% | -17.6% | -25.4% | -35.1% |
| YTD | +46.1% | +15.9% | +30.2% | +32.6% |
| 1Y | +124.7% | +22.4% | +102.3% | +96.9% |
| 3Y | +1,172.1% | +43.2% | +1,128.8% | +902.1% |
| 5Y | +477.0% | +21.4% | +455.6% | +380.0% |
| All | +1,402.3% | +185.6% | +1,216.7% | +463.4% |
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