+34.7%
NXPI vs EXE
+76.7%
-42.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.7% | -1.0% |
| 7D | +6.8% | +5.3% | +1.4% | +5.5% |
| 30D | +20.0% | -2.2% | +22.2% | +20.6% |
| 3M | +14.8% | -5.9% | +20.7% | +16.2% |
| 6M | -10.5% | -5.7% | -4.8% | -9.8% |
| YTD | +23.7% | -17.8% | +41.6% | +28.2% |
| 1Y | +34.1% | -23.1% | +57.2% | +41.1% |
| 3Y | +51.2% | +21.2% | +30.1% | +39.0% |
| All | +34.7% | +76.7% | -42.0% | +21.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling