+91.4%
ORCL vs NXPI
+16.8%
+74.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.3% | +1.8% | +2.7% |
| 7D | +5.3% | +1.9% | +3.4% | +4.7% |
| 30D | +10.0% | -1.4% | +11.4% | +10.3% |
| 3M | -32.6% | -29.1% | -3.5% | -25.9% |
| 6M | +4.9% | +6.2% | -1.3% | +0.4% |
| YTD | -17.8% | +5.9% | -23.6% | -21.6% |
| 1Y | -28.0% | +2.9% | -30.9% | -31.0% |
| 3Y | +36.0% | +14.5% | +21.5% | +20.7% |
| All | +91.4% | +16.8% | +74.6% | +66.3% |
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