+8,378.1%
AMD vs LULU
+50.4%
+8,327.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.8% | -0.5% | -2.2% |
| 7D | +10.4% | -20.4% | +30.8% | +19.9% |
| 30D | +6.2% | -22.9% | +29.0% | +16.2% |
| 3M | +11.3% | -18.5% | +29.9% | +17.5% |
| 6M | +147.8% | -41.8% | +189.6% | +201.3% |
| YTD | +135.2% | -53.4% | +188.5% | +212.9% |
| 1Y | +215.7% | -40.9% | +256.5% | +270.7% |
| 3Y | +374.7% | -75.6% | +450.2% | +680.3% |
| 5Y | +378.7% | -77.2% | +455.9% | +693.2% |
| All | +8,378.1% | +50.4% | +8,327.7% | +9,387.6% |
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