+15.2%
NXPI vs CNC
+3.0%
+12.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | -0.2% |
| 7D | -2.3% | -4.9% | +2.6% | -1.8% |
| 30D | -4.3% | -3.8% | -0.6% | -4.0% |
| 3M | -24.7% | -3.2% | -21.4% | -24.5% |
| 6M | +9.7% | +47.9% | -38.1% | +5.1% |
| YTD | +3.8% | +55.7% | -51.9% | -1.2% |
| 1Y | +1.6% | +106.2% | -104.6% | -5.5% |
| 3Y | +16.0% | -2.1% | +18.1% | +12.3% |
| All | +15.2% | +3.0% | +12.2% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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