+33.9%
AAPL vs LULU
-49.9%
+83.9%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -17.4% | +14.9% | -0.7% |
| 7D | +0.1% | -16.7% | +16.8% | +1.9% |
| 30D | +3.0% | -18.5% | +21.5% | +5.0% |
| 3M | +2.9% | -19.5% | +22.4% | +4.8% |
| 6M | +22.1% | -41.9% | +64.0% | +27.7% |
| YTD | +18.0% | -51.6% | +69.6% | +25.0% |
| 1Y | +33.9% | -51.2% | +85.1% | +39.9% |
| All | +33.9% | -49.9% | +83.9% | +39.9% |
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