+34.7%
NXPI vs RY
+123.4%
-88.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.7% | -0.7% |
| 7D | +6.8% | +0.6% | +6.2% | +6.2% |
| 30D | +20.0% | +5.0% | +15.0% | +15.2% |
| 3M | +14.8% | -5.3% | +20.1% | +20.5% |
| 6M | -10.5% | +13.8% | -24.3% | -20.3% |
| YTD | +23.7% | +21.0% | +2.8% | +3.3% |
| 1Y | +34.1% | +40.5% | -6.4% | -2.8% |
| 3Y | +51.2% | +159.7% | -108.4% | -38.4% |
| All | +34.7% | +123.4% | -88.7% | -35.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling