+50.0%
NXPI vs EXEL
+244.2%
-194.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.1% | +0.2% | +2.8% |
| 7D | -0.3% | +2.3% | -2.6% | -0.6% |
| 30D | +12.7% | +19.8% | -7.1% | +9.9% |
| 3M | +7.5% | +32.7% | -25.2% | +3.2% |
| 6M | -12.3% | +49.0% | -61.3% | -17.3% |
| YTD | +19.7% | +63.7% | -44.0% | +11.0% |
| 1Y | +27.6% | +75.8% | -48.2% | +17.2% |
| 3Y | +50.0% | +241.3% | -191.3% | +32.9% |
| All | +50.0% | +244.2% | -194.3% | +32.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling