+247.9%
SOXX vs NXPI
+20.7%
+227.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.5% | -2.6% | -1.4% |
| 7D | +1.4% | +3.9% | -2.5% | -1.5% |
| 30D | -3.6% | +1.4% | -5.0% | -4.7% |
| 3M | -10.2% | -21.5% | +11.4% | +7.6% |
| 6M | +54.2% | +19.4% | +34.8% | +31.9% |
| YTD | +75.2% | +9.9% | +65.3% | +57.8% |
| 1Y | +107.5% | +7.9% | +99.6% | +88.2% |
| 3Y | +226.8% | +22.7% | +204.1% | +155.6% |
| All | +247.9% | +20.7% | +227.1% | +167.3% |
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 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