-55.3%
ADBE vs LULU
-75.0%
+19.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.2% | -0.8% | +0.8% |
| 7D | -5.4% | -1.6% | -3.7% | -5.0% |
| 30D | -2.5% | -18.1% | +15.6% | +2.1% |
| 3M | +15.3% | -18.8% | +34.0% | +20.9% |
| 6M | -7.8% | -39.2% | +31.4% | +2.7% |
| YTD | -27.9% | -52.4% | +24.4% | -15.3% |
| 1Y | -28.0% | -40.3% | +12.3% | -19.7% |
| 3Y | -55.3% | -75.1% | +19.8% | -39.8% |
| All | -55.3% | -75.0% | +19.7% | -39.8% |
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 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