+131.7%
WMT vs NXPI
+14.8%
+116.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | -0.2% | -2.3% | +2.0% | -0.1% |
| 30D | -5.8% | -4.3% | -1.5% | -5.6% |
| 3M | -10.8% | -24.7% | +13.9% | -9.2% |
| 6M | -14.3% | +9.7% | -24.1% | -16.0% |
| YTD | -4.4% | +3.8% | -8.2% | -6.0% |
| 1Y | +4.3% | +1.6% | +2.7% | +2.7% |
| 3Y | +100.1% | +16.0% | +84.0% | +88.6% |
| All | +131.7% | +14.8% | +116.9% | +111.0% |
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