+186.7%
NXPI vs PCG
-77.4%
+264.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.0% | +3.5% | +1.8% |
| 7D | -4.4% | -1.6% | -2.8% | -4.1% |
| 30D | +5.6% | +1.4% | +4.1% | +5.3% |
| 3M | +7.6% | -23.4% | +31.0% | +10.9% |
| 6M | -17.6% | -19.4% | +1.8% | -15.8% |
| YTD | +15.9% | -18.5% | +34.4% | +18.1% |
| 1Y | +22.4% | -19.5% | +41.9% | +24.8% |
| 3Y | +43.2% | -21.0% | +64.2% | +45.6% |
| 5Y | +21.4% | +13.7% | +7.6% | +17.0% |
| All | +186.7% | -77.4% | +264.1% | +180.9% |
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