+234.4%
AMD vs LULU
-40.6%
+275.0%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.4% | +6.4% | +3.1% |
| 7D | +14.0% | -16.9% | +31.0% | +14.2% |
| 30D | +11.0% | -22.0% | +32.9% | +11.8% |
| 3M | +9.6% | -17.8% | +27.4% | +10.3% |
| 6M | +157.1% | -41.3% | +198.4% | +164.6% |
| YTD | +143.3% | -52.0% | +195.3% | +152.2% |
| 1Y | +234.4% | -39.8% | +274.2% | +249.1% |
| All | +234.4% | -40.6% | +275.0% | +249.1% |
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 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