+115.6%
ASML vs CDE
+193.8%
-78.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.7% | +5.6% | +3.5% |
| 7D | +6.0% | +2.3% | +3.7% | +5.4% |
| 30D | +1.4% | +18.8% | -17.4% | -2.5% |
| 3M | +1.0% | +23.5% | -22.5% | -4.3% |
| 6M | +37.0% | -8.6% | +45.6% | +36.8% |
| YTD | +65.8% | +16.0% | +49.8% | +56.3% |
| 1Y | +123.1% | +42.1% | +81.1% | +99.5% |
| 3Y | +188.2% | +835.9% | -647.7% | +70.3% |
| 5Y | +115.6% | +197.6% | -82.0% | +39.0% |
| All | +115.6% | +193.8% | -78.2% | +39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded CDE 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling