+3,545.3%
LRCX vs BABA
+16.4%
+3,528.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.2% | +7.2% | +6.5% |
| 7D | +6.5% | -3.6% | +10.1% | +7.5% |
| 30D | -23.8% | -8.4% | -15.4% | -21.8% |
| 3M | -24.2% | -20.6% | -3.6% | -18.7% |
| 6M | -20.2% | -25.4% | +5.2% | -13.3% |
| YTD | +38.2% | -30.1% | +68.3% | +53.0% |
| 1Y | +48.9% | -36.3% | +85.2% | +70.0% |
| 3Y | +252.8% | +30.4% | +222.5% | +196.8% |
| 5Y | +304.3% | -35.7% | +340.1% | +308.9% |
| 10Y | +2,664.2% | +16.0% | +2,648.2% | +2,075.8% |
| All | +3,545.3% | +16.4% | +3,528.9% | +2,516.8% |
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