+17.7%
NXPI vs RIG
+52.4%
-34.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -1.5% |
| 7D | +0.7% | -2.7% | +3.4% | +1.1% |
| 30D | -6.6% | +9.5% | -16.1% | -8.2% |
| 3M | -25.4% | -6.6% | -18.8% | -24.8% |
| 6M | +11.9% | -2.9% | +14.8% | +11.4% |
| YTD | +4.0% | +39.5% | -35.4% | -3.2% |
| 1Y | +1.0% | +82.3% | -81.2% | -10.9% |
| 3Y | +16.3% | -29.6% | +45.9% | +12.2% |
| 5Y | +17.7% | +63.2% | -45.5% | -3.5% |
| All | +17.7% | +52.4% | -34.7% | -3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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