+166.9%
XLE vs NXPI
+31.5%
+135.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.8% | +1.1% |
| 7D | +5.4% | +6.8% | -1.3% | +4.4% |
| 30D | -3.9% | +20.0% | -24.0% | -6.6% |
| 3M | +7.0% | +14.8% | -7.8% | +4.6% |
| 6M | +14.2% | -10.5% | +24.7% | +15.1% |
| YTD | +48.2% | +23.7% | +24.4% | +39.3% |
| 1Y | +47.7% | +34.1% | +13.6% | +36.4% |
| 3Y | +70.0% | +51.2% | +18.8% | +47.5% |
| All | +166.9% | +31.5% | +135.4% | +125.8% |
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