+212.4%
NXPI vs SYY
+88.7%
+123.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -2.0% | -1.3% |
| 7D | +6.8% | +0.3% | +6.5% | +6.6% |
| 30D | +20.0% | -4.8% | +24.8% | +22.3% |
| 3M | +14.8% | -7.1% | +21.9% | +18.0% |
| 6M | -10.5% | +6.8% | -17.3% | -14.6% |
| YTD | +23.7% | +7.7% | +16.1% | +15.9% |
| 1Y | +34.1% | +5.7% | +28.4% | +26.5% |
| 3Y | +51.2% | +24.6% | +26.7% | +28.5% |
| 5Y | +33.4% | +15.6% | +17.8% | +17.3% |
| All | +212.4% | +88.7% | +123.7% | +111.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 10y: compounded portfolio wealth divided by compounded SYY 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…
10y analysis · Full analysis span regression · 6 months rolling