+45.4%
ORCL vs NXPI
+33.4%
+11.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.7% |
| 7D | +10.4% | +9.4% | +1.0% | +7.5% |
| 30D | -11.2% | +18.1% | -29.3% | -15.4% |
| 3M | -16.8% | +15.0% | -31.8% | -20.2% |
| 6M | -31.5% | -8.4% | -23.0% | -30.3% |
| YTD | -33.9% | +24.8% | -58.7% | -40.0% |
| 1Y | -43.3% | +33.3% | -76.5% | -49.7% |
| 3Y | +16.5% | +51.0% | -34.5% | -5.4% |
| 5Y | +45.4% | +34.5% | +10.9% | +18.1% |
| All | +45.4% | +33.4% | +11.9% | +18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NXPI.
Daily Out/Under-Performance
Portfolio return minus NXPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXPI 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 NXPI 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