+541.2%
LITE vs NXPI
+31.3%
+509.9%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.0% | -3.8% | -3.1% |
| 7D | -13.9% | -0.5% | -13.4% | -12.9% |
| 30D | -46.9% | +15.0% | -61.9% | -51.0% |
| 3M | -28.0% | +12.6% | -40.6% | -32.8% |
| 6M | -35.2% | -10.6% | -24.7% | -29.6% |
| YTD | +58.9% | +22.1% | +36.8% | +38.2% |
| 1Y | +125.3% | +29.8% | +95.6% | +87.8% |
| 3Y | +1,344.4% | +47.8% | +1,296.7% | +989.5% |
| 5Y | +541.2% | +33.9% | +507.3% | +394.1% |
| All | +541.2% | +31.3% | +509.9% | +394.1% |
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