+214.4%
NXPI vs CLX
+29.7%
+184.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.2% | +2.8% | +3.0% |
| 7D | +1.7% | +7.8% | -6.1% | +0.9% |
| 30D | +19.7% | +28.5% | -8.9% | +16.6% |
| 3M | +14.5% | +1.3% | +13.2% | +14.1% |
| 6M | -11.2% | +23.4% | -34.6% | -13.6% |
| YTD | +25.8% | +11.4% | +14.4% | +23.9% |
| 1Y | +35.2% | +6.9% | +28.3% | +33.7% |
| 3Y | +52.3% | -9.8% | +62.0% | +53.0% |
| 5Y | +34.8% | -22.7% | +57.5% | +36.3% |
| 10Y | +214.4% | +28.7% | +185.7% | +188.7% |
| All | +214.4% | +29.7% | +184.7% | +188.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 CLX 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