+76.2%
UBER vs NXPI
+16.5%
+59.7%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.6% | -2.7% |
| 7D | -7.0% | -2.3% | -4.8% | -6.1% |
| 30D | -8.9% | -4.3% | -4.6% | -7.3% |
| 3M | +1.0% | -24.7% | +25.7% | +11.9% |
| 6M | -3.7% | +9.7% | -13.5% | -13.4% |
| YTD | -13.0% | +3.8% | -16.8% | -20.7% |
| 1Y | -25.5% | +1.6% | -27.1% | -31.9% |
| 3Y | +50.5% | +16.0% | +34.4% | +16.7% |
| 5Y | +76.2% | +16.1% | +60.1% | +30.1% |
| All | +76.2% | +16.5% | +59.7% | +30.1% |
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