+36.3%
BABA vs O
+37.3%
-1.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.1% | +1.4% |
| 7D | +11.6% | +3.7% | +7.9% | +11.0% |
| 30D | +2.3% | +11.2% | -8.9% | +0.5% |
| 3M | -13.7% | -4.0% | -9.7% | -13.1% |
| 6M | -21.9% | -5.2% | -16.7% | -21.3% |
| YTD | -24.6% | +9.5% | -34.1% | -26.8% |
| 1Y | -34.1% | +10.6% | -44.7% | -36.2% |
| 3Y | +36.3% | +38.1% | -1.9% | +19.8% |
| All | +36.3% | +37.3% | -1.0% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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