+1,710.4%
NXPI vs AZO
+1,318.3%
+392.2%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.1% | +0.3% |
| 7D | -2.3% | -0.8% | -1.5% | -1.9% |
| 30D | -4.3% | -5.1% | +0.8% | -2.3% |
| 3M | -24.7% | -7.2% | -17.4% | -23.1% |
| 6M | +9.7% | -20.7% | +30.5% | +19.2% |
| YTD | +3.8% | -14.2% | +17.9% | +8.1% |
| 1Y | +1.6% | -32.2% | +33.8% | +17.5% |
| 3Y | +16.0% | +11.1% | +4.9% | +1.4% |
| 5Y | +16.1% | +87.6% | -71.5% | -24.9% |
| 10Y | +211.4% | +302.9% | -91.6% | +31.1% |
| All | +1,710.4% | +1,318.3% | +392.2% | +160.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling