+143.2%
NXPI vs OPEN
-86.9%
+230.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.7% | +2.6% | +3.2% |
| 7D | -0.3% | -21.7% | +21.3% | +2.1% |
| 30D | +12.7% | -36.5% | +49.2% | +18.1% |
| 3M | +7.5% | -59.5% | +67.0% | +18.5% |
| 6M | -12.3% | -71.9% | +59.5% | +0.3% |
| YTD | +19.7% | -75.8% | +95.5% | +38.1% |
| 1Y | +27.6% | -78.5% | +106.1% | +47.8% |
| 3Y | +50.0% | -30.2% | +80.1% | +22.7% |
| 5Y | +27.2% | -93.3% | +120.5% | +25.2% |
| All | +143.2% | -86.9% | +230.1% | +111.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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