+1,736.0%
NXPI vs SCHW
+762.0%
+974.0%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.7% | +1.0% |
| 7D | +0.7% | -2.8% | +3.4% | +2.2% |
| 30D | -4.2% | -0.1% | -4.1% | -4.3% |
| 3M | -20.4% | +20.6% | -41.0% | -28.6% |
| 6M | +12.5% | +15.9% | -3.4% | +2.0% |
| YTD | +5.2% | +8.5% | -3.3% | -1.8% |
| 1Y | +5.1% | +17.8% | -12.7% | -6.4% |
| 3Y | +17.7% | +88.5% | -70.9% | -20.9% |
| 5Y | +16.8% | +60.6% | -43.8% | -19.5% |
| 10Y | +215.8% | +298.0% | -82.3% | +6.2% |
| All | +1,736.0% | +762.0% | +974.0% | +189.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 all: compounded portfolio wealth divided by compounded SCHW 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…
all analysis · Full analysis span regression · 6 months rolling