+293.9%
LRCX vs ASML
+86.6%
+207.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | +1.5% |
| 7D | +26.2% | +10.4% | +15.9% | +15.2% |
| 30D | -22.4% | -12.7% | -9.6% | -10.1% |
| 3M | -28.2% | -17.2% | -11.1% | -12.3% |
| 6M | -19.0% | -1.3% | -17.7% | -13.6% |
| YTD | +37.0% | +40.8% | -3.8% | +7.2% |
| 1Y | +45.5% | +45.2% | +0.3% | +10.9% |
| 3Y | +249.7% | +131.8% | +117.9% | +70.1% |
| 5Y | +293.9% | +84.0% | +209.8% | +124.4% |
| All | +293.9% | +86.6% | +207.3% | +124.4% |
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