+210.0%
NXPI vs XYZ
+609.1%
-399.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.5% |
| 7D | +0.7% | -5.2% | +5.8% | +2.3% |
| 30D | -4.2% | 0.0% | -4.2% | -4.4% |
| 3M | -20.4% | +18.7% | -39.1% | -25.1% |
| 6M | +12.5% | +20.5% | -8.0% | +4.9% |
| YTD | +5.2% | +21.5% | -16.2% | -3.4% |
| 1Y | +5.1% | +7.2% | -2.1% | -0.2% |
| 3Y | +17.7% | +49.0% | -31.3% | -5.3% |
| 5Y | +16.8% | -68.1% | +84.9% | +36.9% |
| All | +210.0% | +609.1% | -399.1% | +127.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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