+17.7%
NXPI vs RCL
+234.0%
-216.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.5% | -1.6% |
| 7D | +0.7% | -0.5% | +1.1% | +0.8% |
| 30D | -6.6% | -17.3% | +10.7% | +0.1% |
| 3M | -25.4% | -2.8% | -22.6% | -25.1% |
| 6M | +11.9% | -4.4% | +16.3% | +12.0% |
| YTD | +4.0% | -4.2% | +8.2% | +2.3% |
| 1Y | +1.0% | -23.4% | +24.4% | +8.0% |
| 3Y | +16.3% | +179.4% | -163.1% | -24.5% |
| 5Y | +17.7% | +238.8% | -221.0% | -31.0% |
| All | +17.7% | +234.0% | -216.3% | -31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 5y: compounded portfolio wealth divided by compounded RCL 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…
5y analysis · Full analysis span regression · 6 months rolling