+53.9%
NXPI vs EXE
+161.7%
-107.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.3% | -0.3% | +1.5% |
| 7D | -0.5% | -2.2% | +1.7% | 0.0% |
| 30D | +15.0% | -0.3% | +15.3% | +15.0% |
| 3M | +12.6% | -9.3% | +21.9% | +14.8% |
| 6M | -10.6% | -7.2% | -3.3% | -9.5% |
| YTD | +22.1% | -18.9% | +41.0% | +26.6% |
| 1Y | +29.8% | -21.7% | +51.5% | +35.5% |
| 3Y | +47.8% | +21.0% | +26.8% | +36.8% |
| 5Y | +33.9% | +76.0% | -42.1% | +17.4% |
| All | +53.9% | +161.7% | -107.8% | +21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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