+76.6%
PEP vs NXPI
+193.7%
-117.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.3% | +0.8% |
| 7D | +0.1% | +0.7% | -0.6% | 0.0% |
| 30D | +0.7% | -6.6% | +7.3% | +1.3% |
| 3M | -0.5% | -25.4% | +24.9% | +2.2% |
| 6M | -11.3% | +11.9% | -23.2% | -13.8% |
| YTD | -0.6% | +4.0% | -4.6% | -2.8% |
| 1Y | +1.7% | +1.0% | +0.6% | -0.5% |
| 3Y | -12.5% | +16.3% | -28.8% | -18.3% |
| 5Y | +3.9% | +17.7% | -13.8% | -5.5% |
| 10Y | +76.6% | +195.8% | -119.3% | +30.8% |
| All | +76.6% | +193.7% | -117.1% | +30.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling