+10,858.2%
ASML vs WCC
+1,380.5%
+9,477.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -9.6% | +0.2% | -5.9% |
| 7D | -19.0% | -21.9% | +2.8% | -11.5% |
| 30D | -25.9% | -25.4% | -0.5% | -17.7% |
| 3M | -19.1% | -23.1% | +4.0% | -11.1% |
| 6M | -5.7% | -18.1% | +12.3% | +1.3% |
| YTD | +27.6% | +17.7% | +9.9% | +20.4% |
| 1Y | +30.8% | +12.4% | +18.4% | +25.4% |
| 3Y | +116.2% | +105.9% | +10.4% | +60.9% |
| 5Y | +67.7% | +116.8% | -49.1% | +19.1% |
| 10Y | +1,355.3% | +456.1% | +899.3% | +568.6% |
| All | +10,858.2% | +1,380.5% | +9,477.7% | +2,081.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling