-19.9%
ACHR vs LULU
-75.0%
+55.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.2% | +0.2% | +1.6% |
| 7D | -2.3% | -1.6% | -0.6% | -1.6% |
| 30D | -11.3% | -18.1% | +6.8% | -5.3% |
| 3M | +5.3% | -18.8% | +24.1% | +12.3% |
| 6M | -13.2% | -39.2% | +26.0% | +3.3% |
| YTD | -25.8% | -52.4% | +26.6% | -3.3% |
| 1Y | -34.3% | -40.3% | +6.0% | -22.8% |
| 3Y | -19.9% | -75.1% | +55.2% | +29.5% |
| All | -19.9% | -75.0% | +55.1% | +29.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling