+223.9%
NXPI vs BHP
+496.8%
-272.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.2% | +4.7% | +4.6% |
| 7D | +3.9% | -3.6% | +7.5% | +5.8% |
| 30D | +1.4% | -1.2% | +2.6% | +1.6% |
| 3M | -21.5% | +1.2% | -22.7% | -22.6% |
| 6M | +19.4% | +21.4% | -2.0% | +5.6% |
| YTD | +9.9% | +50.4% | -40.5% | -14.4% |
| 1Y | +7.9% | +67.5% | -59.6% | -21.1% |
| 3Y | +22.7% | +72.8% | -50.1% | -13.0% |
| 5Y | +22.1% | +112.6% | -90.5% | -26.1% |
| All | +223.9% | +496.8% | -272.9% | +35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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