-51.7%
ORCL vs ASML
+37.9%
-89.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.0% | -4.2% | -1.1% |
| 7D | -11.2% | -9.0% | -2.1% | -7.8% |
| 30D | -18.8% | -21.0% | +2.1% | -11.5% |
| 3M | -18.8% | -16.3% | -2.5% | -13.2% |
| 6M | -39.7% | -7.5% | -32.2% | -38.1% |
| YTD | -39.6% | +34.0% | -73.6% | -48.8% |
| 1Y | -51.7% | +39.3% | -91.0% | -60.2% |
| All | -51.7% | +37.9% | -89.6% | -60.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling