+186.7%
NXPI vs RY
+360.6%
-173.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +2.9% | +2.7% |
| 7D | -4.4% | -0.9% | -3.5% | -3.5% |
| 30D | +5.6% | +5.9% | -0.3% | +0.4% |
| 3M | +7.6% | -4.3% | +11.9% | +12.0% |
| 6M | -17.6% | +12.1% | -29.7% | -25.9% |
| YTD | +15.9% | +20.3% | -4.4% | -3.1% |
| 1Y | +22.4% | +41.0% | -18.6% | -11.8% |
| 3Y | +43.2% | +157.5% | -114.3% | -41.3% |
| 5Y | +21.4% | +123.2% | -101.8% | -43.2% |
| All | +186.7% | +360.6% | -173.8% | -7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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