+27.2%
NXPI vs EIX
+19.1%
+8.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.3% | +2.0% | +2.9% |
| 7D | -0.3% | +0.7% | -1.0% | -0.5% |
| 30D | +12.7% | +8.8% | +3.9% | +10.4% |
| 3M | +7.5% | -10.9% | +18.4% | +9.1% |
| 6M | -12.3% | -10.3% | -2.0% | -11.5% |
| YTD | +19.7% | +5.8% | +13.8% | +13.9% |
| 1Y | +27.6% | +11.4% | +16.2% | +19.1% |
| 3Y | +50.0% | +11.1% | +38.9% | +32.7% |
| 5Y | +27.2% | +18.5% | +8.7% | +5.2% |
| All | +27.2% | +19.1% | +8.1% | +5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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