+1,118.6%
NXPI vs PSX
+1,187.1%
-68.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -1.1% |
| 7D | +6.8% | +7.8% | -1.0% | +3.7% |
| 30D | +20.0% | -10.9% | +30.9% | +25.1% |
| 3M | +14.8% | +14.5% | +0.3% | +8.0% |
| 6M | -10.5% | +56.1% | -66.6% | -26.3% |
| YTD | +23.7% | +109.6% | -85.8% | -10.6% |
| 1Y | +34.1% | +95.5% | -61.4% | -0.5% |
| 3Y | +51.2% | +156.2% | -105.0% | -1.2% |
| 5Y | +33.4% | +310.0% | -276.6% | -30.8% |
| 10Y | +209.2% | +368.0% | -158.8% | +37.0% |
| All | +1,118.6% | +1,187.1% | -68.5% | +264.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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