+1,714.9%
NXPI vs SU
+234.1%
+1,480.8%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.6% | -2.1% |
| 7D | +0.7% | -1.0% | +1.6% | +1.0% |
| 30D | -6.6% | +13.7% | -20.3% | -11.8% |
| 3M | -25.4% | +8.0% | -33.4% | -28.5% |
| 6M | +11.9% | +21.0% | -9.1% | +1.5% |
| YTD | +4.0% | +56.2% | -52.2% | -15.7% |
| 1Y | +1.0% | +72.2% | -71.2% | -21.8% |
| 3Y | +16.3% | +118.1% | -101.8% | -20.3% |
| 5Y | +17.7% | +350.3% | -332.6% | -45.6% |
| 10Y | +195.8% | +248.5% | -52.6% | +33.6% |
| All | +1,714.9% | +234.1% | +1,480.8% | +671.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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