+942.7%
NXPI vs PSX
+1,139.4%
-196.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.2% |
| 7D | +1.9% | +4.5% | -2.6% | +0.1% |
| 30D | -1.4% | +26.6% | -28.0% | -10.5% |
| 3M | -29.1% | +39.3% | -68.3% | -38.3% |
| 6M | +6.2% | +56.8% | -50.6% | -12.6% |
| YTD | +5.9% | +101.8% | -96.0% | -21.8% |
| 1Y | +2.9% | +99.6% | -96.7% | -23.9% |
| 3Y | +14.5% | +140.3% | -125.9% | -23.0% |
| 5Y | +17.1% | +339.3% | -322.3% | -40.9% |
| 10Y | +193.4% | +369.9% | -176.5% | +30.2% |
| All | +942.7% | +1,139.4% | -196.7% | +218.6% |
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