+206.1%
NXPI vs DOC
+19.9%
+186.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.1% | -2.3% | -0.5% |
| 7D | +5.3% | +8.7% | -3.4% | +1.6% |
| 30D | +9.5% | +7.6% | +1.9% | +6.0% |
| 3M | +12.0% | -5.3% | +17.3% | +14.3% |
| 6M | -8.1% | +27.6% | -35.7% | -18.6% |
| YTD | +23.7% | +32.4% | -8.7% | +7.2% |
| 1Y | +31.9% | +22.9% | +9.1% | +18.0% |
| 3Y | +53.9% | +43.1% | +10.8% | +26.5% |
| 5Y | +32.5% | -21.4% | +53.9% | +40.9% |
| 10Y | +206.1% | +16.8% | +189.3% | +175.5% |
| All | +206.1% | +19.9% | +186.2% | +175.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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