+446.3%
LRCX vs ASML
+107.7%
+338.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.2% | +0.9% | +1.2% |
| 7D | +1.9% | +1.1% | +0.8% | +0.8% |
| 30D | +0.1% | +2.2% | -2.1% | -1.8% |
| 3M | -8.5% | -2.3% | -6.2% | -3.8% |
| 6M | +38.1% | +23.0% | +15.1% | +18.4% |
| YTD | +80.1% | +61.1% | +19.0% | +22.3% |
| 1Y | +208.1% | +129.1% | +78.9% | +54.4% |
| 3Y | +350.2% | +165.4% | +184.9% | +91.7% |
| All | +446.3% | +107.7% | +338.6% | +164.7% |
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