+1,980.6%
XLK vs NXPI
+1,854.5%
+126.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.1% | +0.9% |
| 7D | +2.3% | +0.7% | +1.6% | +2.0% |
| 30D | -0.1% | -6.6% | +6.6% | +2.1% |
| 3M | +2.1% | -25.4% | +27.5% | +11.9% |
| 6M | +37.2% | +11.9% | +25.3% | +29.9% |
| YTD | +30.8% | +4.0% | +26.8% | +26.3% |
| 1Y | +42.6% | +1.0% | +41.6% | +38.4% |
| 3Y | +121.8% | +16.3% | +105.5% | +100.9% |
| 5Y | +145.7% | +17.7% | +128.0% | +118.4% |
| 10Y | +782.1% | +195.8% | +586.3% | +488.7% |
| All | +1,980.6% | +1,854.5% | +126.1% | +791.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling