+1,537.1%
SOXX vs ASML
+1,745.7%
-208.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.2% | +1.4% |
| 7D | +1.4% | -1.0% | +2.4% | +2.1% |
| 30D | -3.6% | -6.2% | +2.6% | +1.0% |
| 3M | -10.2% | -10.5% | +0.3% | -2.0% |
| 6M | +54.2% | +22.9% | +31.3% | +33.4% |
| YTD | +75.2% | +59.5% | +15.7% | +24.5% |
| 1Y | +107.5% | +112.6% | -5.1% | +19.2% |
| 3Y | +226.8% | +177.4% | +49.4% | +47.4% |
| 5Y | +251.2% | +107.3% | +144.0% | +89.5% |
| All | +1,537.1% | +1,745.7% | -208.6% | +114.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling