+210.0%
NXPI vs CAG
-35.7%
+245.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.7% | +4.1% | +1.7% |
| 7D | +0.7% | -5.9% | +6.5% | +1.4% |
| 30D | -4.2% | -1.5% | -2.7% | -4.1% |
| 3M | -20.4% | +11.5% | -31.9% | -21.7% |
| 6M | +12.5% | -15.7% | +28.2% | +15.0% |
| YTD | +5.2% | -10.2% | +15.4% | +6.4% |
| 1Y | +5.1% | -18.1% | +23.2% | +7.6% |
| 3Y | +17.7% | -39.4% | +57.1% | +25.0% |
| 5Y | +16.8% | -42.6% | +59.4% | +24.1% |
| All | +210.0% | -35.7% | +245.8% | +167.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 CAG 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