+1,537.1%
SOXX vs NXPI
+231.6%
+1,305.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.5% | -2.6% | -1.1% |
| 7D | +1.4% | +3.9% | -2.5% | -1.2% |
| 30D | -3.6% | +1.4% | -5.0% | -4.5% |
| 3M | -10.2% | -21.5% | +11.4% | +5.6% |
| 6M | +54.2% | +19.4% | +34.8% | +35.0% |
| YTD | +75.2% | +9.9% | +65.3% | +60.6% |
| 1Y | +107.5% | +7.9% | +99.6% | +91.6% |
| 3Y | +226.8% | +22.7% | +204.1% | +172.3% |
| 5Y | +251.2% | +22.1% | +229.2% | +191.6% |
| All | +1,537.1% | +231.6% | +1,305.5% | +720.3% |
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