+108.6%
ASML vs WCC
+216.1%
-107.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.9% | +0.3% | +2.3% |
| 7D | +1.1% | +4.5% | -3.4% | -1.0% |
| 30D | +2.2% | -5.8% | +8.0% | +5.0% |
| 3M | -2.3% | -3.7% | +1.4% | -0.8% |
| 6M | +23.0% | +23.1% | -0.1% | +11.2% |
| YTD | +61.1% | +44.2% | +16.9% | +35.0% |
| 1Y | +129.1% | +62.1% | +67.0% | +80.8% |
| 3Y | +165.4% | +121.1% | +44.2% | +68.6% |
| All | +108.6% | +216.1% | -107.5% | +0.2% |
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