+22.0%
NXPI vs LIN
+64.4%
-42.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +2.5% |
| 7D | -4.4% | +0.2% | -4.6% | -4.6% |
| 30D | +5.6% | +6.5% | -0.9% | +0.3% |
| 3M | +7.6% | +5.5% | +2.1% | +2.8% |
| 6M | -17.6% | +3.3% | -20.9% | -20.3% |
| YTD | +15.9% | +22.0% | -6.1% | -3.2% |
| 1Y | +22.4% | +25.7% | -3.4% | -0.5% |
| 3Y | +43.2% | +36.2% | +7.0% | +8.8% |
| All | +22.0% | +64.4% | -42.4% | -22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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