+17.1%
NXPI vs LIN
+61.6%
-44.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.2% | +2.0% |
| 7D | +1.9% | -2.1% | +4.0% | +3.6% |
| 30D | -1.4% | -2.4% | +1.0% | +0.4% |
| 3M | -29.1% | -5.6% | -23.5% | -26.2% |
| 6M | +6.2% | -3.4% | +9.6% | +7.9% |
| YTD | +5.9% | +13.1% | -7.2% | -6.0% |
| 1Y | +2.9% | +2.5% | +0.4% | -0.9% |
| 3Y | +14.5% | +27.6% | -13.1% | -8.6% |
| All | +17.1% | +61.6% | -44.4% | -25.2% |
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