+52.6%
XOM vs BABA
-34.7%
+87.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +4.9% | -9.5% | -4.2% |
| 7D | -7.0% | +4.3% | -11.3% | -6.6% |
| 30D | +3.2% | -5.0% | +8.2% | +3.2% |
| 3M | +10.7% | -18.4% | +29.0% | +9.9% |
| 6M | +11.6% | -20.3% | +31.9% | +10.8% |
| YTD | +43.5% | -27.5% | +71.0% | +44.1% |
| 1Y | +52.6% | -35.3% | +87.9% | +52.3% |
| All | +52.6% | -34.7% | +87.2% | +52.3% |
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