+72.3%
AAOI vs LULU
-33.8%
+106.1%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -0.9% | +7.8% | +6.7% |
| 7D | -27.4% | +3.3% | -30.7% | -26.7% |
| 30D | -59.1% | +20.6% | -79.7% | -57.0% |
| 3M | -59.6% | -11.2% | -48.5% | -59.9% |
| 6M | -71.9% | -16.1% | -55.8% | -71.4% |
| YTD | +43.8% | -46.7% | +90.5% | +41.8% |
| 1Y | +72.3% | -32.3% | +104.5% | +52.7% |
| All | +72.3% | -33.8% | +106.1% | +52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LULU.
Daily Out/Under-Performance
Portfolio return minus LULU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LULU 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 LULU 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