+20.8%
MCD vs NXPI
+31.5%
-10.7%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.6% |
| 7D | -1.6% | +6.8% | -8.4% | -2.0% |
| 30D | +14.1% | +20.0% | -5.9% | +12.9% |
| 3M | +0.6% | +14.8% | -14.2% | -0.3% |
| 6M | 0.0% | -10.5% | +10.5% | +0.2% |
| YTD | -9.3% | +23.7% | -33.0% | -11.8% |
| 1Y | -9.3% | +34.1% | -43.4% | -12.5% |
| 3Y | +8.6% | +51.2% | -42.6% | +0.4% |
| All | +20.8% | +31.5% | -10.7% | +10.2% |
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