+214.4%
NXPI vs EXC
+197.6%
+16.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.2% | +2.9% | +3.0% |
| 7D | +1.7% | -1.4% | +3.1% | +2.2% |
| 30D | +19.7% | +8.3% | +11.4% | +15.8% |
| 3M | +14.5% | +2.6% | +11.9% | +13.1% |
| 6M | -11.2% | +5.2% | -16.4% | -13.8% |
| YTD | +25.8% | +7.5% | +18.3% | +20.2% |
| 1Y | +35.2% | +3.2% | +32.0% | +31.2% |
| 3Y | +52.3% | +29.5% | +22.7% | +27.6% |
| 5Y | +34.8% | +39.7% | -4.8% | +5.8% |
| 10Y | +214.4% | +200.1% | +14.3% | +95.3% |
| All | +214.4% | +197.6% | +16.8% | +95.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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