+47.5%
ASML vs RCL
+25.0%
+22.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.3% |
| 7D | +4.9% | -1.2% | +6.1% | +5.4% |
| 30D | -9.3% | +17.8% | -27.1% | -14.0% |
| 3M | -19.0% | +4.9% | -23.9% | -20.3% |
| 6M | -5.2% | +23.7% | -28.9% | -12.8% |
| YTD | +40.6% | +17.8% | +22.8% | +31.4% |
| 1Y | +47.5% | +28.9% | +18.6% | +37.0% |
| All | +47.5% | +25.0% | +22.5% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 1y: compounded portfolio wealth divided by compounded RCL 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…
1y analysis · Full analysis span regression · 6 months rolling