+205.7%
NXPI vs WCC
+539.2%
-333.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.0% | +0.4% |
| 7D | -2.3% | +6.8% | -9.1% | -5.4% |
| 30D | -4.3% | -3.0% | -1.3% | -3.3% |
| 3M | -24.7% | +0.2% | -24.9% | -25.3% |
| 6M | +9.7% | +33.2% | -23.4% | -5.8% |
| YTD | +3.8% | +45.8% | -42.0% | -15.2% |
| 1Y | +1.6% | +68.4% | -66.8% | -23.0% |
| 3Y | +16.0% | +131.1% | -115.1% | -28.9% |
| 5Y | +16.1% | +225.6% | -209.5% | -42.9% |
| All | +205.7% | +539.2% | -333.5% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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