+196.5%
SOXL vs ASML
+134.0%
+62.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -0.1% | -10.9% | -10.7% |
| 7D | +26.9% | +4.9% | +21.9% | +15.8% |
| 30D | -47.2% | -9.3% | -38.0% | -23.4% |
| 3M | -59.9% | -19.0% | -40.9% | -22.0% |
| 6M | -68.3% | -5.2% | -63.1% | -44.2% |
| YTD | +38.8% | +40.6% | -1.8% | +17.7% |
| 1Y | +48.8% | +47.5% | +1.3% | +17.0% |
| 3Y | +196.5% | +133.9% | +62.6% | +17.6% |
| All | +196.5% | +134.0% | +62.5% | +17.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling