+16.1%
NXPI vs XME
+183.2%
-167.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.1% |
| 7D | -2.3% | -0.2% | -2.0% | -2.1% |
| 30D | -4.3% | +1.4% | -5.7% | -5.4% |
| 3M | -24.7% | +2.7% | -27.4% | -26.1% |
| 6M | +9.7% | +6.5% | +3.2% | +4.5% |
| YTD | +3.8% | +15.2% | -11.4% | -7.0% |
| 1Y | +1.6% | +43.5% | -41.9% | -21.9% |
| 3Y | +16.0% | +135.9% | -119.8% | -35.7% |
| 5Y | +16.1% | +181.5% | -165.3% | -41.5% |
| All | +16.1% | +183.2% | -167.1% | -41.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling