+223.9%
NXPI vs RRX
+228.4%
-4.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.7% | +0.8% | +2.4% |
| 7D | +3.9% | -0.3% | +4.2% | +4.0% |
| 30D | +1.4% | -6.1% | +7.5% | +5.0% |
| 3M | -21.5% | -23.1% | +1.5% | -10.4% |
| 6M | +19.4% | -19.5% | +38.9% | +30.4% |
| YTD | +9.9% | +16.1% | -6.1% | -5.1% |
| 1Y | +7.9% | +12.9% | -5.0% | -6.3% |
| 3Y | +22.7% | +7.9% | +14.7% | +3.1% |
| 5Y | +22.1% | +19.1% | +3.0% | -6.4% |
| All | +223.9% | +228.4% | -4.5% | +49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 10y: compounded portfolio wealth divided by compounded RRX 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…
10y analysis · Full analysis span regression · 6 months rolling