+15.3%
LQD vs NXPI
+15.0%
+0.3%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | +0.1% | -0.2% |
| 7D | 0.0% | -2.3% | +2.2% | 0.0% |
| 30D | -0.2% | -4.3% | +4.1% | -0.1% |
| 3M | -1.7% | -24.7% | +23.0% | -0.9% |
| 6M | -2.7% | +9.7% | -12.4% | -3.3% |
| YTD | -1.4% | +3.8% | -5.2% | -1.9% |
| 1Y | -1.0% | +1.6% | -2.6% | -1.5% |
| All | +15.3% | +15.0% | +0.3% | +9.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling