+19.8%
XBI vs NXPI
+16.4%
+3.4%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.4% | -3.0% | -2.1% |
| 7D | -4.6% | +0.7% | -5.3% | -4.8% |
| 30D | -0.8% | -4.2% | +3.4% | +0.6% |
| 3M | +21.8% | -20.4% | +42.3% | +30.6% |
| 6M | +23.2% | +12.5% | +10.7% | +13.1% |
| YTD | +28.7% | +5.2% | +23.5% | +20.4% |
| 1Y | +67.8% | +5.1% | +62.7% | +55.7% |
| 3Y | +100.6% | +17.7% | +83.0% | +64.5% |
| 5Y | +19.8% | +16.8% | +3.0% | -6.0% |
| All | +19.8% | +16.4% | +3.4% | -6.0% |
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