+194.4%
NXPI vs CSGP
+45.2%
+149.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.4% | +3.7% | +2.2% |
| 7D | +1.9% | -4.1% | +6.0% | +3.5% |
| 30D | -1.4% | +2.3% | -3.7% | -3.1% |
| 3M | -29.1% | -8.2% | -20.9% | -28.3% |
| 6M | +6.2% | -35.1% | +41.3% | +24.2% |
| YTD | +5.9% | -54.0% | +59.9% | +44.2% |
| 1Y | +2.9% | -65.3% | +68.2% | +61.1% |
| 3Y | +14.5% | -62.6% | +77.1% | +67.8% |
| 5Y | +17.1% | -64.8% | +81.9% | +71.1% |
| All | +194.4% | +45.2% | +149.2% | +200.1% |
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