+1,534.9%
ASML vs LNT
+174.3%
+1,360.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | -2.9% | +1.6% | -4.4% | -3.2% |
| 30D | -15.2% | +12.1% | -27.3% | -17.4% |
| 3M | -12.9% | +8.2% | -21.1% | -14.5% |
| 6M | -5.0% | +3.6% | -8.7% | -6.3% |
| YTD | +41.8% | +16.2% | +25.6% | +35.8% |
| 1Y | +46.0% | +12.8% | +33.3% | +40.7% |
| 3Y | +133.5% | +66.5% | +67.0% | +96.9% |
| 5Y | +93.0% | +53.8% | +39.2% | +66.2% |
| 10Y | +1,534.9% | +182.5% | +1,352.4% | +1,157.3% |
| All | +1,534.9% | +174.3% | +1,360.6% | +1,157.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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