+212.4%
NXPI vs CPB
-38.9%
+251.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.1% | -4.0% | -0.8% |
| 7D | +6.8% | -1.6% | +8.3% | +6.8% |
| 30D | +20.0% | +19.2% | +0.9% | +19.8% |
| 3M | +14.8% | -1.0% | +15.8% | +14.8% |
| 6M | -10.5% | +15.2% | -25.7% | -10.8% |
| YTD | +23.7% | -13.1% | +36.8% | +24.4% |
| 1Y | +34.1% | -22.4% | +56.5% | +35.3% |
| 3Y | +51.2% | -35.3% | +86.6% | +53.0% |
| 5Y | +33.4% | -33.0% | +66.4% | +34.8% |
| All | +212.4% | -38.9% | +251.3% | +217.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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