-45.3%
ACHR vs LULU
-75.0%
+29.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +1.9% | +0.4% |
| 7D | -5.4% | -20.4% | +15.1% | +3.9% |
| 30D | -19.7% | -22.9% | +3.1% | -10.7% |
| 3M | +7.9% | -18.5% | +26.5% | +16.3% |
| 6M | -13.8% | -41.8% | +28.0% | +8.0% |
| YTD | -27.5% | -53.4% | +25.9% | +0.1% |
| 1Y | -33.9% | -40.9% | +7.0% | -19.7% |
| 3Y | -20.0% | -75.6% | +55.6% | +41.6% |
| 5Y | -44.0% | -77.2% | +33.2% | -10.5% |
| All | -45.3% | -75.0% | +29.6% | -18.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling