+39.3%
ASML vs RCL
+30.9%
+8.4%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.4% | +3.6% | +4.6% |
| 7D | -9.0% | +6.5% | -15.5% | -10.9% |
| 30D | -21.0% | +15.9% | -36.8% | -24.7% |
| 3M | -16.3% | +2.7% | -19.0% | -17.1% |
| 6M | -7.5% | +15.2% | -22.8% | -12.9% |
| YTD | +34.0% | +19.2% | +14.8% | +24.3% |
| 1Y | +39.3% | +31.6% | +7.7% | +27.2% |
| All | +39.3% | +30.9% | +8.4% | +27.2% |
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