+186.7%
NXPI vs CSGP
+63.3%
+123.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.7% | +6.3% | +3.4% |
| 7D | -4.4% | +1.3% | -5.6% | -5.0% |
| 30D | +5.6% | +10.7% | -5.1% | -0.3% |
| 3M | +7.6% | +3.3% | +4.3% | +3.4% |
| 6M | -17.6% | -10.3% | -7.2% | -17.9% |
| YTD | +15.9% | -54.6% | +70.5% | +56.6% |
| 1Y | +22.4% | -54.6% | +77.0% | +64.9% |
| 3Y | +43.2% | -60.3% | +103.6% | +101.1% |
| 5Y | +21.4% | -63.3% | +84.7% | +72.1% |
| All | +186.7% | +63.3% | +123.4% | +172.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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