+1,747.1%
NXPI vs RIO
+408.2%
+1,338.9%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.8% | +1.0% |
| 7D | +1.9% | 0.0% | +1.9% | +1.9% |
| 30D | -1.4% | +4.0% | -5.4% | -3.7% |
| 3M | -29.1% | +0.1% | -29.2% | -29.2% |
| 6M | +6.2% | +12.7% | -6.5% | -1.3% |
| YTD | +5.9% | +35.6% | -29.7% | -11.5% |
| 1Y | +2.9% | +73.7% | -70.8% | -24.9% |
| 3Y | +14.5% | +93.3% | -78.8% | -21.4% |
| 5Y | +17.1% | +92.4% | -75.4% | -22.4% |
| 10Y | +193.4% | +606.9% | -413.6% | -8.7% |
| All | +1,747.1% | +408.2% | +1,338.9% | +534.8% |
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