+2,058.7%
NXPI vs BHP
+185.9%
+1,872.8%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.4% | -0.1% |
| 7D | +6.8% | -0.5% | +7.3% | +7.0% |
| 30D | +20.0% | -4.5% | +24.6% | +23.1% |
| 3M | +14.8% | -6.9% | +21.7% | +19.0% |
| 6M | -10.5% | -10.6% | +0.1% | -5.3% |
| YTD | +23.7% | +37.2% | -13.5% | +0.6% |
| 1Y | +34.1% | +48.0% | -14.0% | +4.2% |
| 3Y | +51.2% | +52.6% | -1.3% | +14.3% |
| 5Y | +33.4% | +116.5% | -83.0% | -21.7% |
| 10Y | +209.2% | +334.9% | -125.7% | +12.7% |
| All | +2,058.7% | +185.9% | +1,872.8% | +991.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling