-2.2%
SHOP vs NXPI
+25.9%
-28.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.3% | -1.2% | +0.2% |
| 7D | -2.7% | -0.3% | -2.3% | -2.6% |
| 30D | -11.0% | +12.7% | -23.7% | -17.5% |
| 3M | +0.3% | +7.5% | -7.1% | -5.0% |
| 6M | +37.7% | -12.3% | +50.0% | +42.0% |
| YTD | -5.5% | +19.7% | -25.2% | -26.5% |
| 1Y | -0.2% | +27.6% | -27.8% | -26.5% |
| 3Y | +151.9% | +50.0% | +101.9% | +40.0% |
| 5Y | -2.2% | +27.2% | -29.4% | -39.4% |
| All | -2.2% | +25.9% | -28.1% | -39.4% |
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