+562.5%
LITE vs NXPI
+31.5%
+531.0%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.8% | -3.7% | -3.9% |
| 7D | +10.8% | +6.8% | +4.0% | +6.3% |
| 30D | -33.4% | +20.0% | -53.5% | -40.2% |
| 3M | -32.2% | +14.8% | -47.1% | -37.4% |
| 6M | -42.1% | -10.5% | -31.6% | -37.3% |
| YTD | +61.9% | +23.7% | +38.1% | +39.7% |
| 1Y | +163.0% | +34.1% | +128.9% | +114.6% |
| 3Y | +1,358.0% | +51.2% | +1,306.8% | +985.5% |
| All | +562.5% | +31.5% | +531.0% | +407.4% |
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 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