+16.8%
NXPI vs LVS
+3.5%
+13.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.7% | +3.1% | +2.0% |
| 7D | +0.7% | -4.3% | +4.9% | +2.3% |
| 30D | -4.2% | -6.8% | +2.6% | -1.8% |
| 3M | -20.4% | -15.6% | -4.8% | -15.6% |
| 6M | +12.5% | -20.6% | +33.1% | +21.0% |
| YTD | +5.2% | -33.4% | +38.6% | +20.5% |
| 1Y | +5.1% | -20.1% | +25.3% | +10.7% |
| 3Y | +17.7% | -7.4% | +25.1% | +12.4% |
| 5Y | +16.8% | +8.5% | +8.3% | +1.6% |
| All | +16.8% | +3.5% | +13.3% | +1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LVS.
Daily Out/Under-Performance
Portfolio return minus LVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LVS 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 LVS 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