+208.7%
NXPI vs O
+78.3%
+130.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.9% | +2.0% |
| 7D | -0.5% | +3.5% | -4.0% | -2.2% |
| 30D | +15.0% | +10.4% | +4.5% | +9.2% |
| 3M | +12.6% | -2.4% | +15.0% | +13.8% |
| 6M | -10.6% | -1.2% | -9.3% | -10.9% |
| YTD | +22.1% | +10.4% | +11.7% | +14.2% |
| 1Y | +29.8% | +11.4% | +18.3% | +20.7% |
| 3Y | +47.8% | +40.4% | +7.4% | +18.6% |
| 5Y | +33.9% | +12.1% | +21.7% | +21.5% |
| 10Y | +208.7% | +82.7% | +126.0% | +137.5% |
| All | +208.7% | +78.3% | +130.4% | +137.5% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 10y: compounded portfolio wealth divided by compounded O 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…
10y analysis · Full analysis span regression · 6 months rolling