+4.6%
ABNB vs LULU
-77.4%
+82.0%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.8% | +1.7% | 0.0% |
| 7D | -9.5% | -20.4% | +10.9% | -1.2% |
| 30D | -9.4% | -22.9% | +13.5% | +0.1% |
| 3M | +29.9% | -18.5% | +48.4% | +40.0% |
| 6M | +26.6% | -41.8% | +68.4% | +55.9% |
| YTD | +23.5% | -53.4% | +76.9% | +67.1% |
| 1Y | +35.8% | -40.9% | +76.7% | +64.0% |
| 3Y | +15.0% | -75.6% | +90.5% | +89.9% |
| All | +4.6% | -77.4% | +82.0% | +70.5% |
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