+1,607.1%
AMAT vs LULU
+50.4%
+1,556.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.8% | -0.3% | -2.1% |
| 7D | +4.2% | -20.4% | +24.6% | +12.1% |
| 30D | -13.5% | -22.9% | +9.3% | -6.3% |
| 3M | -8.6% | -18.5% | +10.0% | -4.1% |
| 6M | +31.6% | -41.8% | +73.4% | +56.6% |
| YTD | +77.3% | -53.4% | +130.7% | +128.9% |
| 1Y | +179.4% | -40.9% | +220.2% | +224.8% |
| 3Y | +215.0% | -75.6% | +290.6% | +391.2% |
| 5Y | +245.8% | -77.2% | +323.0% | +436.2% |
| All | +1,607.1% | +50.4% | +1,556.7% | +1,594.9% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling