+195.8%
NXPI vs EXC
+154.0%
+41.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.7% | -2.5% | -2.0% |
| 7D | +0.7% | +1.2% | -0.6% | +0.2% |
| 30D | -6.6% | -2.7% | -3.9% | -5.7% |
| 3M | -25.4% | -1.0% | -24.4% | -25.5% |
| 6M | +11.9% | -9.3% | +21.2% | +15.4% |
| YTD | +4.0% | +3.6% | +0.4% | +1.1% |
| 1Y | +1.0% | +5.9% | -4.9% | -3.2% |
| 3Y | +16.3% | +21.3% | -5.0% | +0.9% |
| 5Y | +17.7% | +46.2% | -28.5% | -10.0% |
| 10Y | +195.8% | +151.5% | +44.4% | +90.2% |
| All | +195.8% | +154.0% | +41.8% | +90.2% |
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