+41.8%
SCHD vs NXPI
+29.4%
+12.4%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.0% | +1.8% |
| 7D | +3.2% | +5.3% | -2.1% | +3.0% |
| 30D | +10.7% | +9.5% | +1.1% | +10.2% |
| 3M | +7.8% | +12.0% | -4.2% | +7.3% |
| 6M | +16.7% | -8.1% | +24.9% | +16.8% |
| YTD | +35.3% | +23.7% | +11.6% | +32.0% |
| 1Y | +41.8% | +31.9% | +9.8% | +37.6% |
| All | +41.8% | +29.4% | +12.4% | +37.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling