+214.4%
NXPI vs EXEL
+354.7%
-140.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.2% | +2.9% | +3.0% |
| 7D | +1.7% | -2.8% | +4.5% | +2.4% |
| 30D | +19.7% | +18.2% | +1.5% | +15.6% |
| 3M | +14.5% | +37.7% | -23.2% | +7.0% |
| 6M | -11.2% | +42.2% | -53.5% | -17.9% |
| YTD | +25.8% | +61.3% | -35.5% | +12.9% |
| 1Y | +35.2% | +64.5% | -29.3% | +20.7% |
| 3Y | +52.3% | +236.7% | -184.4% | +12.7% |
| 5Y | +34.8% | +296.3% | -261.5% | -5.1% |
| 10Y | +214.4% | +331.1% | -116.7% | +109.6% |
| All | +214.4% | +354.7% | -140.3% | +109.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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