+84.2%
ASML vs C
+114.8%
-30.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.7% | -5.3% | -4.7% |
| 7D | -10.0% | +1.1% | -11.1% | -10.6% |
| 30D | -19.4% | -2.4% | -17.0% | -18.3% |
| 3M | -12.5% | -8.4% | -4.1% | -7.8% |
| 6M | +8.2% | +0.3% | +7.9% | +7.2% |
| YTD | +40.7% | +9.1% | +31.6% | +31.6% |
| 1Y | +46.1% | +26.0% | +20.1% | +24.5% |
| 3Y | +138.5% | +221.2% | -82.7% | +3.9% |
| 5Y | +84.2% | +120.4% | -36.3% | -3.5% |
| All | +84.2% | +114.8% | -30.7% | -3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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