+2.9%
NXPI vs SCHG
+16.6%
-13.8%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.1% | +2.2% |
| 7D | +1.9% | -0.7% | +2.6% | +2.6% |
| 30D | -1.4% | +0.2% | -1.7% | -1.7% |
| 3M | -29.1% | +2.2% | -31.3% | -30.6% |
| 6M | +6.2% | +15.0% | -8.8% | -7.8% |
| YTD | +5.9% | +9.2% | -3.3% | -2.6% |
| 1Y | +2.9% | +15.7% | -12.8% | -7.4% |
| All | +2.9% | +16.6% | -13.8% | -7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 1y: compounded portfolio wealth divided by compounded SCHG 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…
1y analysis · Full analysis span regression · 6 months rolling