+2,760.2%
AMAT vs LULU
+704.9%
+2,055.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -17.4% | +21.7% | +9.3% |
| 7D | -1.5% | -16.7% | +15.2% | +3.0% |
| 30D | -14.8% | -18.5% | +3.7% | -10.7% |
| 3M | -9.3% | -19.5% | +10.2% | -5.3% |
| 6M | +27.4% | -41.9% | +69.3% | +45.8% |
| YTD | +77.6% | -51.6% | +129.2% | +113.4% |
| 1Y | +188.9% | -51.2% | +240.1% | +241.7% |
| 3Y | +202.3% | -75.1% | +277.4% | +321.6% |
| 5Y | +248.9% | -74.1% | +323.0% | +374.0% |
| 10Y | +1,585.2% | +46.7% | +1,538.5% | +1,332.7% |
| All | +2,760.2% | +704.9% | +2,055.3% | +1,058.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling