+3,821.0%
LRCX vs BABA
+17.5%
+3,803.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.5% | +4.7% | +4.3% |
| 7D | +10.4% | -0.2% | +10.6% | +10.5% |
| 30D | +2.9% | -12.3% | +15.2% | +7.2% |
| 3M | -1.2% | -5.3% | +4.1% | -0.6% |
| 6M | +60.9% | -13.1% | +73.9% | +66.7% |
| YTD | +87.5% | -22.4% | +110.0% | +101.6% |
| 1Y | +206.6% | -19.5% | +226.1% | +224.5% |
| 3Y | +392.1% | +32.9% | +359.1% | +311.5% |
| 5Y | +478.4% | -29.9% | +508.3% | +475.7% |
| 10Y | +3,821.0% | +16.7% | +3,804.3% | +2,778.5% |
| All | +3,821.0% | +17.5% | +3,803.6% | +2,778.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BABA.
Daily Out/Under-Performance
Portfolio return minus BABA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BABA 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 BABA 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