+90.1%
PEP vs NXPI
+218.4%
-128.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.0% | -2.8% | -0.1% |
| 7D | +1.1% | +1.7% | -0.6% | +0.8% |
| 30D | +13.6% | +19.7% | -6.0% | +11.4% |
| 3M | +5.1% | +14.5% | -9.4% | +3.4% |
| 6M | -1.6% | -11.2% | +9.6% | -1.1% |
| YTD | +3.3% | +25.8% | -22.4% | -1.1% |
| 1Y | +3.2% | +35.2% | -32.0% | -2.2% |
| 3Y | -3.9% | +52.3% | -56.2% | -13.3% |
| 5Y | +4.0% | +34.8% | -30.8% | -6.5% |
| 10Y | +90.1% | +214.4% | -124.3% | +37.3% |
| All | +90.1% | +218.4% | -128.3% | +37.3% |
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 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