+22.2%
LQD vs NXPI
+231.6%
-209.4%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.5% | -4.5% | -0.2% |
| 7D | -1.1% | +3.9% | -5.0% | -1.3% |
| 30D | -1.3% | +1.4% | -2.7% | -1.4% |
| 3M | -3.2% | -21.5% | +18.3% | -2.3% |
| 6M | -2.1% | +19.4% | -21.5% | -3.3% |
| YTD | -2.4% | +9.9% | -12.3% | -3.2% |
| 1Y | -2.7% | +7.9% | -10.6% | -3.6% |
| 3Y | +14.2% | +22.7% | -8.5% | +11.4% |
| 5Y | -5.8% | +22.1% | -27.9% | -8.9% |
| All | +22.2% | +231.6% | -209.4% | +13.6% |
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