+2,058.7%
NXPI vs RIO
+308.2%
+1,750.6%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.6% |
| 7D | +6.8% | -0.9% | +7.7% | +7.3% |
| 30D | +20.0% | -9.1% | +29.1% | +26.1% |
| 3M | +14.8% | -13.7% | +28.5% | +23.7% |
| 6M | -10.5% | -24.3% | +13.9% | +3.3% |
| YTD | +23.7% | +8.9% | +14.8% | +16.1% |
| 1Y | +34.1% | +22.7% | +11.4% | +17.9% |
| 3Y | +51.2% | +51.2% | +0.1% | +18.5% |
| 5Y | +33.4% | +88.1% | -54.7% | -10.5% |
| 10Y | +209.2% | +352.3% | -143.1% | +23.5% |
| All | +2,058.7% | +308.2% | +1,750.6% | +732.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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