+17.7%
NXPI vs WCC
+229.6%
-211.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.5% | -4.2% | -3.0% |
| 7D | +0.7% | +8.5% | -7.8% | -3.4% |
| 30D | -6.6% | -1.0% | -5.6% | -6.5% |
| 3M | -25.4% | +2.1% | -27.5% | -26.7% |
| 6M | +11.9% | +36.8% | -24.9% | -5.4% |
| YTD | +4.0% | +47.7% | -43.7% | -15.9% |
| 1Y | +1.0% | +66.5% | -65.5% | -23.5% |
| 3Y | +16.3% | +134.2% | -117.8% | -30.5% |
| 5Y | +17.7% | +231.6% | -213.9% | -45.8% |
| All | +17.7% | +229.6% | -211.9% | -45.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling