+19.5%
NXPI vs LIN
+68.3%
-48.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -0.7% | -7.1% | -7.3% |
| 7D | -8.1% | +3.6% | -11.7% | -10.7% |
| 30D | 0.0% | +6.4% | -6.4% | -4.9% |
| 3M | +6.2% | +6.5% | -0.3% | +0.8% |
| 6M | -15.7% | +4.9% | -20.6% | -19.4% |
| YTD | +14.1% | +23.4% | -9.4% | -5.5% |
| 1Y | +18.2% | +26.3% | -8.1% | -4.1% |
| 3Y | +42.0% | +38.0% | +4.0% | +6.9% |
| 5Y | +19.5% | +68.0% | -48.5% | -26.8% |
| All | +19.5% | +68.3% | -48.8% | -26.8% |
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