+51.2%
NXPI vs MO
+145.0%
-93.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -0.6% |
| 7D | +6.8% | +3.3% | +3.5% | +7.7% |
| 30D | +20.0% | +7.5% | +12.5% | +22.4% |
| 3M | +14.8% | +22.8% | -7.9% | +21.7% |
| 6M | -10.5% | +13.4% | -23.8% | -6.7% |
| YTD | +23.7% | +43.0% | -19.3% | +36.9% |
| 1Y | +34.1% | +45.2% | -11.2% | +49.0% |
| 3Y | +51.2% | +145.5% | -94.3% | +65.3% |
| All | +51.2% | +145.0% | -93.8% | +65.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 3y: compounded portfolio wealth divided by compounded MO 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…
3y analysis · Full analysis span regression · 6 months rolling