+137.3%
NXPI vs XLC
+143.7%
-6.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +2.6% |
| 7D | +1.9% | -0.8% | +2.8% | +2.8% |
| 30D | -1.4% | +1.0% | -2.5% | -2.8% |
| 3M | -29.1% | -0.7% | -28.4% | -29.4% |
| 6M | +6.2% | -5.1% | +11.4% | +10.9% |
| YTD | +5.9% | -4.3% | +10.2% | +9.1% |
| 1Y | +2.9% | -0.6% | +3.4% | +1.4% |
| 3Y | +14.5% | +72.7% | -58.2% | -38.8% |
| 5Y | +17.1% | +38.0% | -20.9% | -17.8% |
| All | +137.3% | +143.7% | -6.5% | -16.9% |
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