+31.9%
NXPI vs AZO
-7.5%
+39.4%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.9% | -3.1% | +1.4% |
| 7D | +5.3% | +5.3% | -0.1% | +6.2% |
| 30D | +9.5% | +18.4% | -8.9% | +12.4% |
| 3M | +12.0% | +9.8% | +2.2% | +13.7% |
| 6M | -8.1% | -4.5% | -3.6% | -6.5% |
| YTD | +23.7% | -1.9% | +25.6% | +30.9% |
| 1Y | +31.9% | -9.5% | +41.5% | +40.3% |
| All | +31.9% | -7.5% | +39.4% | +40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 1y: compounded portfolio wealth divided by compounded AZO 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…
1y analysis · Full analysis span regression · 6 months rolling