+788.5%
XLK vs NXPI
+231.6%
+556.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.5% | -3.2% | -0.5% |
| 7D | +0.2% | +3.9% | -3.6% | -1.4% |
| 30D | -0.6% | +1.4% | -2.0% | -1.3% |
| 3M | +2.6% | -21.5% | +24.1% | +12.6% |
| 6M | +34.0% | +19.4% | +14.6% | +21.2% |
| YTD | +30.7% | +9.9% | +20.7% | +21.6% |
| 1Y | +39.2% | +7.9% | +31.3% | +29.7% |
| 3Y | +120.4% | +22.7% | +97.7% | +86.8% |
| 5Y | +148.8% | +22.1% | +126.7% | +105.2% |
| All | +788.5% | +231.6% | +556.9% | +411.1% |
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