+1,580.6%
ASML vs O
+82.5%
+1,498.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.7% |
| 7D | +2.5% | +0.6% | +2.0% | +2.3% |
| 30D | -12.2% | +9.4% | -21.6% | -15.2% |
| 3M | -14.6% | -2.4% | -12.2% | -14.1% |
| 6M | -1.7% | -1.9% | +0.1% | -2.1% |
| YTD | +44.3% | +10.5% | +33.8% | +37.0% |
| 1Y | +51.0% | +10.0% | +41.0% | +43.5% |
| 3Y | +137.6% | +40.5% | +97.1% | +98.2% |
| 5Y | +92.7% | +10.2% | +82.5% | +79.3% |
| 10Y | +1,580.6% | +82.5% | +1,498.1% | +1,161.4% |
| All | +1,580.6% | +82.5% | +1,498.1% | +1,161.4% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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