+2,058.7%
NXPI vs MO
+857.0%
+1,201.7%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.1% |
| 7D | +6.8% | +3.3% | +3.5% | +5.7% |
| 30D | +20.0% | +7.5% | +12.5% | +17.3% |
| 3M | +14.8% | +22.8% | -7.9% | +7.4% |
| 6M | -10.5% | +13.4% | -23.8% | -15.0% |
| YTD | +23.7% | +43.0% | -19.3% | +7.4% |
| 1Y | +34.1% | +45.2% | -11.2% | +15.6% |
| 3Y | +51.2% | +145.5% | -94.3% | +1.1% |
| 5Y | +33.4% | +157.1% | -123.6% | -14.7% |
| 10Y | +209.2% | +153.3% | +55.9% | +82.5% |
| All | +2,058.7% | +857.0% | +1,201.7% | +208.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling