+8.2%
ASML vs BP
+0.6%
+7.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.2% | +0.6% | -4.3% |
| 7D | -10.0% | -8.4% | -1.6% | -11.4% |
| 30D | -19.4% | +2.2% | -21.7% | -18.6% |
| 3M | -12.5% | +8.8% | -21.3% | -10.4% |
| 6M | +8.2% | -0.5% | +8.7% | +6.4% |
| All | +8.2% | +0.6% | +7.6% | +6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 6mo: compounded portfolio wealth divided by compounded BP 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…
6mo analysis · Full analysis span regression · 6 months rolling