+212.4%
NXPI vs AEP
+207.1%
+5.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.9% |
| 7D | +6.8% | +2.9% | +3.9% | +6.1% |
| 30D | +20.0% | +3.2% | +16.8% | +19.2% |
| 3M | +14.8% | +3.8% | +11.0% | +13.8% |
| 6M | -10.5% | +2.5% | -13.0% | -11.2% |
| YTD | +23.7% | +15.5% | +8.3% | +19.0% |
| 1Y | +34.1% | +9.6% | +24.5% | +30.4% |
| 3Y | +51.2% | +91.2% | -39.9% | +22.2% |
| 5Y | +33.4% | +88.2% | -54.8% | +8.1% |
| All | +212.4% | +207.1% | +5.3% | +150.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 AEP 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