+34.7%
NXPI vs EXC
+41.3%
-6.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.4% | -2.2% | -0.9% |
| 7D | +6.8% | +1.4% | +5.4% | +6.7% |
| 30D | +20.0% | +8.6% | +11.5% | +19.3% |
| 3M | +14.8% | +2.4% | +12.4% | +14.6% |
| 6M | -10.5% | +6.5% | -16.9% | -11.2% |
| YTD | +23.7% | +9.0% | +14.7% | +22.1% |
| 1Y | +34.1% | +4.6% | +29.5% | +33.0% |
| 3Y | +51.2% | +33.5% | +17.7% | +39.0% |
| All | +34.7% | +41.3% | -6.5% | +17.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling