+127.8%
AAPL vs LULU
-76.9%
+204.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.2% | -0.4% | +1.2% |
| 7D | +3.8% | -1.6% | +5.5% | +4.2% |
| 30D | +9.9% | -18.1% | +28.1% | +14.7% |
| 3M | +12.5% | -18.8% | +31.3% | +17.3% |
| 6M | +27.6% | -39.2% | +66.8% | +42.0% |
| YTD | +22.6% | -52.4% | +74.9% | +44.8% |
| 1Y | +45.0% | -40.3% | +85.3% | +60.1% |
| 3Y | +87.8% | -75.1% | +162.9% | +151.1% |
| All | +127.8% | -76.9% | +204.7% | +190.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling