+421.3%
SPCX vs ASML
+37.9%
+383.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +5.0% | +3.6% | -30.4% |
| 7D | -0.3% | -9.0% | +8.7% | +55.9% |
| 30D | -19.9% | -21.0% | +1.1% | +179.7% |
| 3M | +16.8% | -16.3% | +33.1% | +9.9% |
| 6M | +510.9% | +9.8% | +501.1% | -51.6% |
| YTD | +516.3% | +34.0% | +482.4% | -52.0% |
| 1Y | +421.3% | +39.3% | +382.0% | -59.4% |
| All | +421.3% | +37.9% | +383.4% | -59.4% |
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