+211.4%
NXPI vs O
+49.9%
+161.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.2% | +0.5% |
| 7D | -2.3% | -2.3% | 0.0% | -1.2% |
| 30D | -4.3% | -2.4% | -1.9% | -3.2% |
| 3M | -24.7% | -0.6% | -24.1% | -25.0% |
| 6M | +9.7% | -5.0% | +14.7% | +11.6% |
| YTD | +3.8% | +10.4% | -6.6% | -2.6% |
| 1Y | +1.6% | +6.6% | -5.0% | -2.9% |
| 3Y | +16.0% | +28.4% | -12.4% | -1.6% |
| 5Y | +16.1% | +15.3% | +0.8% | +4.0% |
| 10Y | +211.4% | +55.3% | +156.1% | +139.3% |
| All | +211.4% | +49.9% | +161.5% | +139.3% |
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