+2,030.0%
NXPI vs WCC
+823.1%
+1,206.9%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.9% | +2.0% |
| 7D | -0.5% | -9.9% | +9.5% | +4.5% |
| 30D | +15.0% | -13.4% | +28.4% | +22.9% |
| 3M | +12.6% | -13.5% | +26.0% | +19.8% |
| 6M | -10.6% | -10.6% | 0.0% | -6.8% |
| YTD | +22.1% | +30.1% | -8.0% | +2.9% |
| 1Y | +29.8% | +22.3% | +7.4% | +12.8% |
| 3Y | +47.8% | +130.3% | -82.5% | -14.5% |
| 5Y | +33.9% | +144.5% | -110.7% | -29.8% |
| 10Y | +208.7% | +431.8% | -223.1% | -13.5% |
| All | +2,030.0% | +823.1% | +1,206.9% | +252.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling