+186.7%
NXPI vs EXC
+175.8%
+11.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.0% | +3.5% | +2.3% |
| 7D | -4.4% | -1.2% | -3.2% | -4.0% |
| 30D | +5.6% | +10.0% | -4.4% | +1.5% |
| 3M | +7.6% | +1.6% | +6.0% | +6.7% |
| 6M | -17.6% | +3.3% | -20.8% | -19.3% |
| YTD | +15.9% | +7.6% | +8.3% | +10.8% |
| 1Y | +22.4% | +3.5% | +18.9% | +18.6% |
| 3Y | +43.2% | +27.7% | +15.6% | +21.1% |
| 5Y | +21.4% | +41.1% | -19.8% | -5.3% |
| All | +186.7% | +175.8% | +11.0% | +76.2% |
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