+10,087.1%
ASML vs LVS
+54.7%
+10,032.4%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.4% | +3.2% | +2.1% |
| 7D | +2.5% | -1.3% | +3.8% | +2.8% |
| 30D | -12.2% | +12.2% | -24.4% | -14.5% |
| 3M | -14.6% | -11.3% | -3.3% | -12.8% |
| 6M | -1.7% | -21.6% | +19.9% | +2.7% |
| YTD | +44.3% | -36.6% | +80.9% | +56.9% |
| 1Y | +51.0% | -38.4% | +89.4% | +65.2% |
| 3Y | +137.6% | -10.2% | +147.7% | +136.7% |
| 5Y | +92.7% | +9.4% | +83.3% | +82.2% |
| 10Y | +1,582.8% | -11.3% | +1,594.1% | +1,518.1% |
| All | +10,087.1% | +54.7% | +10,032.4% | +8,026.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LVS.
Daily Out/Under-Performance
Portfolio return minus LVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LVS 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 all: compounded portfolio wealth divided by compounded LVS 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…
all analysis · Full analysis span regression · 6 months rolling