+30.8%
ASML vs RCL
+27.9%
+2.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.1% | -6.2% | -8.3% |
| 7D | -19.0% | +3.9% | -23.0% | -20.1% |
| 30D | -25.9% | +11.8% | -37.7% | -28.7% |
| 3M | -19.1% | -0.8% | -18.2% | -18.9% |
| 6M | -5.7% | +23.6% | -29.4% | -13.4% |
| YTD | +27.6% | +17.6% | +10.0% | +18.7% |
| 1Y | +30.8% | +28.3% | +2.5% | +20.0% |
| All | +30.8% | +27.9% | +2.9% | +20.0% |
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