+1,493.1%
LITE vs NXPI
+208.4%
+1,284.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.8% | -3.7% | -4.0% |
| 7D | +10.8% | +6.8% | +4.0% | +6.6% |
| 30D | -33.4% | +20.0% | -53.5% | -39.8% |
| 3M | -32.2% | +14.8% | -47.1% | -37.1% |
| 6M | -42.1% | -10.5% | -31.6% | -37.5% |
| YTD | +61.9% | +23.7% | +38.1% | +41.4% |
| 1Y | +163.0% | +34.1% | +128.9% | +118.1% |
| 3Y | +1,358.0% | +51.2% | +1,306.8% | +1,012.7% |
| 5Y | +549.9% | +33.4% | +516.5% | +412.2% |
| All | +1,493.1% | +208.4% | +1,284.7% | +439.5% |
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