+501.7%
SPCX vs ASML
+78.9%
+422.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +6.2% | -0.4% | -24.1% |
| 7D | +4.2% | -0.8% | +5.0% | -5.4% |
| 30D | -12.6% | -14.9% | +2.3% | +48.4% |
| 3M | +6.7% | -13.0% | +19.7% | +19.8% |
| 6M | +546.4% | +16.6% | +529.8% | +239.1% |
| YTD | +552.1% | +42.3% | +509.8% | +242.5% |
| 1Y | +453.2% | +49.7% | +403.5% | +190.7% |
| All | +501.7% | +78.9% | +422.8% | +219.7% |
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 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