+22.7%
NXPI vs SCHG
+86.3%
-63.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.9% | +3.6% | +3.4% |
| 7D | +3.9% | -1.0% | +4.9% | +5.2% |
| 30D | +1.4% | -1.3% | +2.6% | +2.9% |
| 3M | -21.5% | +5.4% | -27.0% | -26.7% |
| 6M | +19.4% | +14.4% | +5.0% | +0.7% |
| YTD | +9.9% | +8.0% | +1.9% | -0.2% |
| 1Y | +7.9% | +12.7% | -4.8% | -7.5% |
| 3Y | +22.7% | +85.6% | -62.9% | -41.6% |
| All | +22.7% | +86.3% | -63.6% | -41.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling