+15.8%
NXPI vs RRX
+3.6%
+12.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.5% | +2.3% | +1.0% |
| 7D | -2.3% | -0.7% | -1.5% | -2.0% |
| 30D | -4.3% | -8.0% | +3.6% | -0.6% |
| 3M | -24.7% | -25.1% | +0.4% | -14.6% |
| 6M | +9.7% | -18.3% | +28.0% | +17.5% |
| YTD | +3.8% | +14.2% | -10.4% | -7.5% |
| 1Y | +1.6% | +13.0% | -11.4% | -9.8% |
| All | +15.8% | +3.6% | +12.2% | +8.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling