+51.2%
NXPI vs CFG
+191.5%
-140.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -1.2% |
| 7D | +6.8% | +3.2% | +3.6% | +4.8% |
| 30D | +20.0% | +5.1% | +14.9% | +16.8% |
| 3M | +14.8% | -11.2% | +26.1% | +23.0% |
| 6M | -10.5% | +9.6% | -20.0% | -15.7% |
| YTD | +23.7% | +15.0% | +8.8% | +12.1% |
| 1Y | +34.1% | +29.9% | +4.2% | +12.7% |
| 3Y | +51.2% | +192.1% | -140.9% | -15.3% |
| All | +51.2% | +191.5% | -140.3% | -15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CFG.
Daily Out/Under-Performance
Portfolio return minus CFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CFG 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 3y: compounded portfolio wealth divided by compounded CFG 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…
3y analysis · Full analysis span regression · 6 months rolling