+172.7%
XLE vs NXPI
+195.1%
-22.4%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.1% | -1.2% |
| 7D | +2.2% | +1.9% | +0.3% | +1.7% |
| 30D | +11.8% | -1.4% | +13.2% | +12.1% |
| 3M | +9.8% | -29.1% | +38.9% | +19.4% |
| 6M | +15.6% | +6.2% | +9.4% | +9.6% |
| YTD | +45.3% | +5.9% | +39.4% | +37.0% |
| 1Y | +48.3% | +2.9% | +45.4% | +40.1% |
| 3Y | +55.4% | +14.5% | +40.9% | +34.4% |
| 5Y | +216.1% | +17.1% | +199.0% | +157.3% |
| All | +172.7% | +195.1% | -22.4% | +47.2% |
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