+63.8%
AMAT vs LULU
-35.1%
+99.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.5% | +0.5% |
| 7D | -2.5% | +3.2% | -5.7% | -2.4% |
| 30D | -26.5% | +16.8% | -43.3% | -26.3% |
| 3M | -28.6% | -13.6% | -14.9% | -27.6% |
| 6M | -14.2% | -15.9% | +1.6% | -11.6% |
| YTD | +45.5% | -46.9% | +92.4% | +58.5% |
| All | +63.8% | -35.1% | +99.0% | +68.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling