-1.8%
SHOP vs NXPI
+17.6%
-19.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -1.3% |
| 7D | -5.1% | +1.9% | -7.0% | -6.2% |
| 30D | +0.6% | -1.4% | +2.0% | +1.3% |
| 3M | +25.0% | -29.1% | +54.1% | +50.5% |
| 6M | +11.9% | +6.2% | +5.7% | -4.1% |
| YTD | -9.9% | +5.9% | -15.7% | -23.8% |
| 1Y | 0.0% | +2.9% | -2.9% | -14.3% |
| 3Y | +117.5% | +14.5% | +103.0% | +52.3% |
| All | -1.8% | +17.6% | -19.5% | -36.9% |
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