+75.5%
ASML vs WCC
+117.0%
-41.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +2.2% | +2.9% | +3.9% |
| 7D | -9.0% | -14.7% | +5.7% | -1.7% |
| 30D | -21.0% | -20.1% | -0.9% | -11.8% |
| 3M | -16.3% | -21.2% | +4.9% | -6.2% |
| 6M | -7.5% | -19.2% | +11.6% | +2.2% |
| YTD | +34.0% | +20.2% | +13.8% | +22.4% |
| 1Y | +39.3% | +14.5% | +24.8% | +30.0% |
| 3Y | +128.9% | +115.1% | +13.7% | +46.3% |
| All | +75.5% | +117.0% | -41.5% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 5y: compounded portfolio wealth divided by compounded WCC 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…
5y analysis · Full analysis span regression · 6 months rolling