+1.0%
NXPI vs EXC
+4.7%
-3.6%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.7% | -2.5% | -1.5% |
| 7D | +0.7% | +1.2% | -0.6% | +1.1% |
| 30D | -6.6% | -2.7% | -3.9% | -7.5% |
| 3M | -25.4% | -1.0% | -24.4% | -25.6% |
| 6M | +11.9% | -9.3% | +21.2% | +8.1% |
| YTD | +4.0% | +3.6% | +0.4% | +7.3% |
| 1Y | +1.0% | +5.9% | -4.9% | +3.3% |
| All | +1.0% | +4.7% | -3.6% | +3.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling