+179.6%
NXPI vs XLC
+134.8%
+44.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.1% | +0.2% |
| 7D | +9.4% | +3.1% | +6.3% | +5.9% |
| 30D | +18.1% | -4.2% | +22.3% | +23.5% |
| 3M | +15.0% | -2.1% | +17.2% | +16.6% |
| 6M | -8.4% | -6.6% | -1.8% | -3.3% |
| YTD | +24.8% | -7.8% | +32.6% | +32.9% |
| 1Y | +33.3% | -4.1% | +37.4% | +35.7% |
| 3Y | +51.0% | +62.6% | -11.6% | -14.2% |
| 5Y | +34.5% | +39.6% | -5.1% | -8.1% |
| All | +179.6% | +134.8% | +44.8% | +1.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling