+145.6%
XLK vs NXPI
+16.4%
+129.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.4% | -2.8% | -2.0% |
| 7D | -0.4% | +0.7% | -1.1% | -0.7% |
| 30D | -0.5% | -4.2% | +3.7% | +1.3% |
| 3M | +5.0% | -20.4% | +25.4% | +15.3% |
| 6M | +32.9% | +12.5% | +20.3% | +22.1% |
| YTD | +29.0% | +5.2% | +23.7% | +21.3% |
| 1Y | +37.8% | +5.1% | +32.7% | +28.7% |
| 3Y | +118.7% | +17.7% | +101.0% | +81.9% |
| 5Y | +145.6% | +16.8% | +128.7% | +95.4% |
| All | +145.6% | +16.4% | +129.2% | +95.4% |
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