+211.4%
NXPI vs XLB
+158.8%
+52.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.8% | +1.0% |
| 7D | -2.3% | -2.9% | +0.7% | +1.1% |
| 30D | -4.3% | -3.4% | -1.0% | -0.6% |
| 3M | -24.7% | +1.6% | -26.3% | -26.2% |
| 6M | +9.7% | +3.6% | +6.1% | +5.0% |
| YTD | +3.8% | +14.2% | -10.5% | -11.1% |
| 1Y | +1.6% | +15.6% | -14.0% | -14.1% |
| 3Y | +16.0% | +33.1% | -17.1% | -14.5% |
| 5Y | +16.1% | +35.0% | -18.9% | -14.4% |
| 10Y | +211.4% | +164.5% | +46.8% | +41.0% |
| All | +211.4% | +158.8% | +52.6% | +41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XLB.
Daily Out/Under-Performance
Portfolio return minus XLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLB 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded XLB 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling