+16.1%
NXPI vs DKS
+15.5%
+0.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -1.0% | -0.5% |
| 7D | -2.3% | -2.9% | +0.6% | -1.3% |
| 30D | -4.3% | -37.7% | +33.4% | +10.1% |
| 3M | -24.7% | -38.9% | +14.3% | -13.0% |
| 6M | +9.7% | -31.1% | +40.8% | +19.8% |
| YTD | +3.8% | -31.8% | +35.6% | +13.8% |
| 1Y | +1.6% | -38.0% | +39.7% | +15.3% |
| 3Y | +16.0% | +28.6% | -12.6% | -3.3% |
| 5Y | +16.1% | +12.5% | +3.6% | -9.1% |
| All | +16.1% | +15.5% | +0.6% | -9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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