+132.8%
AMD vs LULU
-36.9%
+169.6%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.6% | +10.0% | +7.3% |
| 7D | +13.1% | -4.1% | +17.2% | +13.1% |
| 30D | -7.0% | +13.5% | -20.5% | -6.8% |
| 3M | +16.6% | -14.5% | +31.0% | +17.0% |
| 6M | +20.5% | -15.0% | +35.5% | +21.9% |
| YTD | +158.2% | -48.3% | +206.5% | +158.9% |
| 1Y | +132.8% | -36.7% | +169.5% | +132.2% |
| All | +132.8% | -36.9% | +169.6% | +132.2% |
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