+195.8%
NXPI vs PCG
-75.0%
+270.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.6% | -5.4% | -2.2% |
| 7D | +0.7% | +5.4% | -4.7% | -0.2% |
| 30D | -6.6% | -15.1% | +8.5% | -5.0% |
| 3M | -25.4% | -9.8% | -15.6% | -24.8% |
| 6M | +11.9% | -18.0% | +29.9% | +14.2% |
| YTD | +4.0% | -7.2% | +11.3% | +4.2% |
| 1Y | +1.0% | +2.9% | -1.8% | -0.4% |
| 3Y | +16.3% | -11.1% | +27.4% | +16.4% |
| 5Y | +17.7% | +61.8% | -44.1% | +8.5% |
| 10Y | +195.8% | -75.2% | +271.0% | +189.9% |
| All | +195.8% | -75.0% | +270.8% | +189.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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