+188.3%
AMAT vs LULU
-40.6%
+228.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.4% | +2.5% | -0.6% |
| 7D | +6.9% | -16.9% | +23.9% | +8.0% |
| 30D | -10.1% | -22.0% | +11.9% | -8.3% |
| 3M | -6.0% | -17.8% | +11.9% | -4.4% |
| 6M | +38.6% | -41.3% | +79.9% | +52.5% |
| YTD | +83.1% | -52.0% | +135.1% | +110.0% |
| 1Y | +188.3% | -39.8% | +228.2% | +194.4% |
| All | +188.3% | -40.6% | +228.9% | +194.4% |
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