+149.7%
XBI vs NXPI
+231.6%
-81.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.5% | -4.9% | -2.0% |
| 7D | -4.6% | +3.9% | -8.5% | -6.0% |
| 30D | -2.0% | +1.4% | -3.4% | -2.6% |
| 3M | +17.8% | -21.5% | +39.3% | +27.3% |
| 6M | +23.7% | +19.4% | +4.3% | +11.4% |
| YTD | +28.2% | +9.9% | +18.3% | +18.3% |
| 1Y | +64.0% | +7.9% | +56.1% | +51.3% |
| 3Y | +99.4% | +22.7% | +76.7% | +65.8% |
| 5Y | +19.3% | +22.1% | -2.7% | -3.6% |
| All | +149.7% | +231.6% | -81.9% | +44.2% |
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