+378.2%
AMD vs LULU
-75.6%
+453.7%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.8% | -0.5% | -2.7% |
| 7D | +10.4% | -20.4% | +30.8% | +15.6% |
| 30D | +6.2% | -22.9% | +29.0% | +11.8% |
| 3M | +11.3% | -18.5% | +29.9% | +14.7% |
| 6M | +147.8% | -41.8% | +189.6% | +179.8% |
| YTD | +135.2% | -53.4% | +188.5% | +181.9% |
| 1Y | +215.7% | -40.9% | +256.5% | +247.3% |
| All | +378.2% | -75.6% | +453.7% | +536.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling