+1,582.8%
ASML vs AAL
-65.3%
+1,648.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.8% | +1.8% |
| 7D | +2.5% | +3.4% | -0.9% | +1.8% |
| 30D | -12.2% | +11.7% | -23.9% | -14.9% |
| 3M | -14.6% | -7.8% | -6.8% | -13.1% |
| 6M | -1.7% | +10.2% | -12.0% | -5.3% |
| YTD | +44.3% | -8.0% | +52.3% | +44.8% |
| 1Y | +51.0% | +8.5% | +42.5% | +45.0% |
| 3Y | +137.6% | +19.5% | +118.1% | +112.0% |
| 5Y | +92.7% | -33.9% | +126.6% | +92.7% |
| 10Y | +1,582.8% | -66.0% | +1,648.8% | +1,782.2% |
| All | +1,582.8% | -65.3% | +1,648.1% | +1,782.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 AAL 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