+29.8%
NXPI vs XLC
-3.3%
+33.1%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.6% | +2.0% |
| 7D | -0.5% | +6.2% | -6.7% | -1.1% |
| 30D | +15.0% | -2.4% | +17.3% | +15.3% |
| 3M | +12.6% | -3.3% | +15.9% | +12.8% |
| 6M | -10.6% | -7.3% | -3.3% | -7.4% |
| YTD | +22.1% | -7.6% | +29.7% | +25.7% |
| 1Y | +29.8% | -3.7% | +33.5% | +28.8% |
| All | +29.8% | -3.3% | +33.1% | +28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XLC.
Daily Out/Under-Performance
Portfolio return minus XLC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLC 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 1y: compounded portfolio wealth divided by compounded XLC 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…
1y analysis · Full analysis span regression · 6 months rolling