+246.2%
LRCX vs ASML
+74.3%
+171.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +5.0% | +3.2% | +3.4% |
| 7D | -16.2% | -9.0% | -7.2% | -7.3% |
| 30D | -39.2% | -21.0% | -18.2% | -22.7% |
| 3M | -34.4% | -16.3% | -18.1% | -20.7% |
| 6M | -32.4% | -7.5% | -24.9% | -23.6% |
| YTD | +17.4% | +34.0% | -16.5% | -3.8% |
| 1Y | +24.2% | +39.3% | -15.1% | -1.6% |
| 3Y | +221.6% | +128.9% | +92.7% | +58.6% |
| All | +246.2% | +74.3% | +171.9% | +105.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling