+3,635.3%
STX vs ASML
+1,647.0%
+1,988.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +4.2% | +2.2% | +4.2% |
| 7D | +2.4% | +1.1% | +1.2% | +1.8% |
| 30D | +1.4% | +2.2% | -0.8% | +0.6% |
| 3M | -8.2% | -2.3% | -5.9% | -6.2% |
| 6M | +127.0% | +23.0% | +104.1% | +106.0% |
| YTD | +209.1% | +61.1% | +148.1% | +146.2% |
| 1Y | +365.4% | +129.1% | +236.3% | +215.1% |
| 3Y | +1,135.4% | +165.4% | +970.0% | +626.5% |
| 5Y | +991.5% | +109.5% | +882.0% | +587.0% |
| All | +3,635.3% | +1,647.0% | +1,988.2% | +657.6% |
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 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