+33.9%
NXPI vs CG
-16.5%
+50.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.4% | +3.4% | +2.8% |
| 7D | -0.5% | +2.0% | -2.4% | -1.5% |
| 30D | +15.0% | +8.5% | +6.4% | +9.8% |
| 3M | +12.6% | -12.1% | +24.7% | +19.7% |
| 6M | -10.6% | -16.4% | +5.9% | -3.1% |
| YTD | +22.1% | -28.0% | +50.0% | +41.6% |
| 1Y | +29.8% | -18.9% | +48.7% | +40.2% |
| 3Y | +47.8% | +51.2% | -3.5% | +5.4% |
| 5Y | +33.9% | -15.9% | +49.7% | +31.5% |
| All | +33.9% | -16.5% | +50.4% | +31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 5y: compounded portfolio wealth divided by compounded CG 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…
5y analysis · Full analysis span regression · 6 months rolling