+1,714.9%
NXPI vs XEL
+500.1%
+1,214.8%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.5% | -3.3% | -2.3% |
| 7D | +0.7% | +1.3% | -0.6% | +0.2% |
| 30D | -6.6% | -1.5% | -5.1% | -6.2% |
| 3M | -25.4% | -0.2% | -25.2% | -25.5% |
| 6M | +11.9% | -5.4% | +17.4% | +13.5% |
| YTD | +4.0% | +5.6% | -1.6% | +1.4% |
| 1Y | +1.0% | +10.5% | -9.4% | -3.4% |
| 3Y | +16.3% | +49.2% | -32.9% | -3.6% |
| 5Y | +17.7% | +30.1% | -12.4% | +2.1% |
| 10Y | +195.8% | +146.7% | +49.1% | +89.1% |
| All | +1,714.9% | +500.1% | +1,214.8% | +347.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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