+334.4%
AMD vs LULU
-72.9%
+407.4%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -0.4% | +15.1% | +14.8% |
| 7D | +6.5% | +3.2% | +3.3% | +5.7% |
| 30D | -15.3% | +16.8% | -32.1% | -18.4% |
| 3M | +9.7% | -13.6% | +23.4% | +12.3% |
| 6M | +13.2% | -15.9% | +29.0% | +16.3% |
| YTD | +140.6% | -46.9% | +187.5% | +178.8% |
| 1Y | +111.2% | -35.2% | +146.4% | +128.4% |
| 3Y | +334.4% | -73.3% | +407.8% | +454.4% |
| All | +334.4% | -72.9% | +407.4% | +454.4% |
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