+212.4%
NXPI vs O
+80.9%
+131.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.4% |
| 7D | +6.8% | -0.4% | +7.1% | +7.0% |
| 30D | +20.0% | +7.1% | +12.9% | +15.8% |
| 3M | +14.8% | -5.2% | +20.1% | +17.8% |
| 6M | -10.5% | -1.8% | -8.7% | -10.5% |
| YTD | +23.7% | +9.1% | +14.7% | +16.5% |
| 1Y | +34.1% | +9.7% | +24.4% | +25.8% |
| 3Y | +51.2% | +39.1% | +12.1% | +21.9% |
| 5Y | +33.4% | +8.4% | +25.1% | +23.3% |
| All | +212.4% | +80.9% | +131.6% | +141.4% |
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