+2,997.6%
LRCX vs BABA
+25.5%
+2,972.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +1.3% | +7.0% | +7.8% |
| 7D | -16.2% | +11.6% | -27.8% | -19.6% |
| 30D | -39.2% | +2.3% | -41.5% | -39.8% |
| 3M | -34.4% | -13.7% | -20.7% | -31.6% |
| 6M | -32.4% | -21.9% | -10.5% | -27.6% |
| YTD | +17.4% | -24.6% | +42.1% | +26.9% |
| 1Y | +24.2% | -34.1% | +58.3% | +40.5% |
| 3Y | +221.6% | +36.3% | +185.3% | +167.1% |
| 5Y | +245.2% | -26.7% | +272.0% | +231.9% |
| 10Y | +2,310.5% | +19.2% | +2,291.3% | +1,779.5% |
| All | +2,997.6% | +25.5% | +2,972.2% | +2,071.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling