+1,662.9%
AMAT vs LULU
+54.8%
+1,608.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.4% | +2.5% | +0.4% |
| 7D | +6.9% | -16.9% | +23.9% | +13.2% |
| 30D | -10.1% | -22.0% | +11.9% | -3.0% |
| 3M | -6.0% | -17.8% | +11.9% | -1.7% |
| 6M | +38.6% | -41.3% | +79.9% | +64.5% |
| YTD | +83.1% | -52.0% | +135.1% | +133.8% |
| 1Y | +188.3% | -39.8% | +228.2% | +233.2% |
| 3Y | +225.3% | -74.8% | +300.2% | +401.8% |
| 5Y | +262.0% | -76.3% | +338.3% | +452.7% |
| All | +1,662.9% | +54.8% | +1,608.1% | +1,631.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling