+17.6%
ABNB vs LULU
-73.0%
+90.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.2% | -0.6% | +0.6% |
| 7D | -6.5% | -1.6% | -4.8% | -5.9% |
| 30D | -5.5% | -18.1% | +12.6% | +1.5% |
| 3M | +30.0% | -18.8% | +48.8% | +40.0% |
| 6M | +27.6% | -39.2% | +66.8% | +53.2% |
| YTD | +25.4% | -52.4% | +77.8% | +66.3% |
| 1Y | +38.3% | -40.3% | +78.6% | +65.3% |
| 3Y | +15.5% | -75.1% | +90.6% | +85.7% |
| 5Y | +3.0% | -76.7% | +79.8% | +55.5% |
| All | +17.6% | -73.0% | +90.6% | +70.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling