+15.2%
NXPI vs MO
+96.6%
-81.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.3% |
| 7D | -2.3% | -2.4% | +0.1% | -2.4% |
| 30D | -4.3% | +3.6% | -7.9% | -4.2% |
| 3M | -24.7% | -3.7% | -20.9% | -24.8% |
| 6M | +9.7% | +4.5% | +5.2% | +9.2% |
| YTD | +3.8% | +21.5% | -17.7% | +3.0% |
| 1Y | +1.6% | +9.5% | -7.9% | +1.2% |
| 3Y | +16.0% | +93.6% | -77.5% | +4.1% |
| All | +15.2% | +96.6% | -81.4% | +3.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling