+34.7%
NXPI vs CSX
+57.8%
-23.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.2% | -0.4% |
| 7D | +6.8% | +6.0% | +0.8% | +2.8% |
| 30D | +20.0% | +7.8% | +12.2% | +13.9% |
| 3M | +14.8% | +4.1% | +10.7% | +11.4% |
| 6M | -10.5% | +17.9% | -28.4% | -20.9% |
| YTD | +23.7% | +44.9% | -21.2% | -5.9% |
| 1Y | +34.1% | +51.1% | -17.1% | -1.1% |
| 3Y | +51.2% | +78.3% | -27.0% | -5.1% |
| All | +34.7% | +57.8% | -23.0% | -12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CSX.
Daily Out/Under-Performance
Portfolio return minus CSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSX 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 CSX 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