+31.9%
NXPI vs SO
+3.3%
+28.7%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +0.6% |
| 7D | +5.3% | +1.7% | +3.5% | +5.9% |
| 30D | +9.5% | +11.1% | -1.6% | +14.3% |
| 3M | +12.0% | +0.7% | +11.4% | +12.0% |
| 6M | -8.1% | -1.4% | -6.8% | -9.2% |
| YTD | +23.7% | +9.4% | +14.3% | +27.9% |
| 1Y | +31.9% | +3.7% | +28.2% | +33.0% |
| All | +31.9% | +3.3% | +28.7% | +33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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