+92.5%
ASML vs CRCL
-1.6%
+94.2%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -2.3% | +7.3% | +5.1% |
| 7D | -9.0% | -6.4% | -2.6% | -8.7% |
| 30D | -21.0% | -16.0% | -4.9% | -20.4% |
| 3M | -16.3% | +7.3% | -23.6% | -16.7% |
| 6M | -7.5% | -44.3% | +36.7% | -6.5% |
| YTD | +34.0% | -14.4% | +48.4% | +33.4% |
| 1Y | +39.3% | -32.1% | +71.4% | +38.6% |
| All | +92.5% | -1.6% | +94.2% | +97.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CRCL.
Daily Out/Under-Performance
Portfolio return minus CRCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRCL 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 3y: compounded portfolio wealth divided by compounded CRCL 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…
3y analysis · Full analysis span regression · 6 months rolling