+97,349.8%
ASML vs RCL
+3,314.2%
+94,035.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.1% | +4.3% | +4.2% |
| 7D | +1.1% | -5.1% | +6.2% | +2.9% |
| 30D | +2.2% | -19.0% | +21.2% | +9.7% |
| 3M | -2.3% | -9.6% | +7.3% | +0.5% |
| 6M | +23.0% | -6.7% | +29.7% | +25.2% |
| YTD | +61.1% | -3.9% | +65.0% | +60.5% |
| 1Y | +129.1% | -25.1% | +154.2% | +146.0% |
| 3Y | +165.4% | +179.1% | -13.8% | +77.4% |
| 5Y | +109.5% | +243.3% | -133.9% | +22.8% |
| 10Y | +1,645.7% | +325.8% | +1,320.0% | +625.6% |
| All | +97,349.8% | +3,314.2% | +94,035.5% | +13,329.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling