+123.4%
ADI vs LULU
-75.0%
+198.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.2% | +2.7% | +4.5% |
| 7D | +4.6% | -1.6% | +6.2% | +4.9% |
| 30D | -1.2% | -18.1% | +16.9% | +2.0% |
| 3M | -7.8% | -18.8% | +11.0% | -5.0% |
| 6M | +19.3% | -39.2% | +58.5% | +30.7% |
| YTD | +40.9% | -52.4% | +93.3% | +63.8% |
| 1Y | +54.5% | -40.3% | +94.8% | +68.4% |
| 3Y | +123.4% | -75.1% | +198.5% | +175.3% |
| All | +123.4% | -75.0% | +198.5% | +175.3% |
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