+17.7%
NXPI vs EXEL
+195.7%
-178.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.3% | +0.5% | -1.3% |
| 7D | +0.7% | +1.4% | -0.7% | +0.4% |
| 30D | -6.6% | +6.7% | -13.3% | -7.9% |
| 3M | -25.4% | +11.5% | -36.9% | -27.3% |
| 6M | +11.9% | +38.8% | -26.9% | +4.0% |
| YTD | +4.0% | +31.6% | -27.6% | -2.5% |
| 1Y | +1.0% | +53.0% | -52.0% | -8.7% |
| 3Y | +16.3% | +160.8% | -144.5% | -10.6% |
| 5Y | +17.7% | +190.1% | -172.4% | -20.7% |
| All | +17.7% | +195.7% | -178.0% | -20.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling