+210.0%
NXPI vs XME
+426.6%
-216.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -3.7% | +5.1% | +3.7% |
| 7D | +0.7% | -3.0% | +3.7% | +2.5% |
| 30D | -4.2% | -2.6% | -1.6% | -3.0% |
| 3M | -20.4% | +2.2% | -22.6% | -21.7% |
| 6M | +12.5% | +0.7% | +11.8% | +10.8% |
| YTD | +5.2% | +10.9% | -5.7% | -3.4% |
| 1Y | +5.1% | +35.7% | -30.6% | -15.9% |
| 3Y | +17.7% | +127.1% | -109.4% | -32.2% |
| 5Y | +16.8% | +168.5% | -151.6% | -41.1% |
| All | +210.0% | +426.6% | -216.6% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 10y: compounded portfolio wealth divided by compounded XME 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…
10y analysis · Full analysis span regression · 6 months rolling