+27.2%
NXPI vs SO
+6.0%
+21.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.3% | +1.9% | +3.8% |
| 7D | -0.3% | -1.1% | +0.8% | -0.7% |
| 30D | +12.7% | +8.6% | +4.1% | +16.4% |
| 3M | +7.5% | +1.8% | +5.7% | +7.9% |
| 6M | -12.3% | +3.6% | -15.9% | -11.6% |
| YTD | +19.7% | +9.9% | +9.7% | +23.6% |
| All | +27.2% | +6.0% | +21.2% | +30.2% |
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