+15.8%
NXPI vs EXC
+22.2%
-6.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.3% | +1.0% |
| 7D | +1.9% | +0.3% | +1.6% | +2.0% |
| 30D | -1.4% | -3.7% | +2.3% | -2.3% |
| 3M | -29.1% | -1.3% | -27.8% | -29.1% |
| 6M | +6.2% | -9.7% | +15.9% | +4.1% |
| YTD | +5.9% | +2.9% | +3.0% | +6.9% |
| 1Y | +2.9% | +4.4% | -1.5% | +4.2% |
| All | +15.8% | +22.2% | -6.4% | +17.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling