+2,479.7%
LRCX vs ASML
+1,525.9%
+953.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +6.2% | +4.2% | +4.4% |
| 7D | -2.7% | -0.8% | -1.9% | -0.8% |
| 30D | -30.6% | -14.9% | -15.7% | -17.7% |
| 3M | -28.8% | -13.0% | -15.9% | -17.1% |
| 6M | -24.6% | -4.7% | -19.9% | -17.2% |
| YTD | +29.7% | +42.3% | -12.6% | -0.7% |
| 1Y | +39.5% | +49.7% | -10.2% | +2.1% |
| 3Y | +248.9% | +144.3% | +104.6% | +56.9% |
| 5Y | +274.3% | +86.4% | +188.0% | +113.0% |
| 10Y | +2,479.7% | +1,504.8% | +974.9% | +131.7% |
| All | +2,479.7% | +1,525.9% | +953.9% | +131.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ASML.
Daily Out/Under-Performance
Portfolio return minus ASML return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASML 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 10y: compounded portfolio wealth divided by compounded ASML 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…
10y analysis · Full analysis span regression · 6 months rolling