+55.9%
SOXL vs ASML
+43.4%
+12.5%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -3.6% | -5.2% | +0.1% |
| 7D | -37.9% | -10.0% | -27.9% | -16.6% |
| 30D | -59.4% | -19.4% | -40.0% | -26.1% |
| 3M | -52.3% | -12.5% | -39.8% | -26.7% |
| 6M | -47.7% | +8.2% | -55.9% | -31.8% |
| YTD | +58.8% | +40.7% | +18.0% | +29.3% |
| 1Y | +55.9% | +46.1% | +9.8% | +18.5% |
| All | +55.9% | +43.4% | +12.5% | +18.5% |
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