+200.8%
LRCX vs BABA
-24.1%
+224.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.9% | +1.5% | -0.4% |
| 7D | +9.5% | -2.2% | +11.7% | +10.4% |
| 30D | +3.1% | -17.3% | +20.4% | +9.8% |
| 3M | -3.4% | -7.8% | +4.4% | -1.4% |
| 6M | +49.7% | -16.8% | +66.4% | +59.5% |
| YTD | +84.9% | -24.7% | +109.5% | +103.9% |
| 1Y | +200.8% | -24.9% | +225.8% | +241.7% |
| All | +200.8% | -24.1% | +224.9% | +241.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling