+34.5%
NXPI vs MKC
-36.0%
+70.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.3% | -0.7% |
| 7D | +9.4% | -7.3% | +16.6% | +10.0% |
| 30D | +18.1% | +4.0% | +14.1% | +17.6% |
| 3M | +15.0% | -11.5% | +26.5% | +16.0% |
| 6M | -8.4% | +1.1% | -9.5% | -9.2% |
| YTD | +24.8% | -29.9% | +54.7% | +31.0% |
| 1Y | +33.3% | -27.0% | +60.3% | +38.8% |
| 3Y | +51.0% | -22.3% | +73.3% | +55.4% |
| 5Y | +34.5% | -36.0% | +70.5% | +65.0% |
| All | +34.5% | -36.0% | +70.6% | +65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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